Baldwin Wealth Partners’s Coinbase COIN Stock Holding History

Baldwin Wealth Partners’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40	Closed	-$7.13K	–	388
2024 Q3	$7.13K	Sell	40 -43	-52%	-$8.61K	﹤0.01%	838
2024 Q2	$18.4K	Buy	83 +3	+4%	+$690	﹤0.01%	470
2024 Q1	$21.2K	Hold	80	–	–	﹤0.01%	479
2023 Q4	$13.9K	Sell	80 -107	-57%	-$11.7K	﹤0.01%	544
2023 Q3	$14K	Hold	187	–	–	﹤0.01%	548
2023 Q2	$13.4K	Hold	187	–	–	﹤0.01%	572
2023 Q1	$12.6K	Hold	187	–	–	﹤0.01%	596
2022 Q4	$6.62K	Buy	187 +40	+27%	+$2.11K	﹤0.01%	640
2022 Q3	$10K	Hold	147	–	–	﹤0.01%	517
2022 Q2	$7K	Buy	+147	New	+$14K	﹤0.01%	566
2022 Q1	–	Sell	-40	Closed	-$10K	–	672
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	503
2021 Q3	$9K	Hold	40	–	–	﹤0.01%	529
2021 Q2	$10K	Buy	+40	New	+$10.4K	﹤0.01%	532

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's COIN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Coinbase (COIN) in Q4 2024, closing a stake of 40 shares — an estimated $7.13K sold.

Baldwin Wealth Partners first reported a position in COIN in Q2 2021 and held it in 13 quarters. The position peaked at $21.2K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 40 Coinbase shares in Q4 2024, an estimated $7.13K.
Baldwin Wealth Partners first reported a position in Coinbase in Q2 2021 and held it in 13 quarters.
Baldwin Wealth Partners's Coinbase position peaked at $21.2K in Q1 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.