BC
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Bartlett & Co’s Coinbase COIN Stock Holding History

Bartlett & Co’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
2023
Q4 		$4K Hold
20
– – ﹤0.01% 1092
2023
Q3 		$2K Hold
20
– – ﹤0.01% 1063
2023
Q2 		$1K Hold
20
– – ﹤0.01% 1090
2023
Q1 		$1K Hold
20
– – ﹤0.01% 1005
2022
Q4 		$1K Sell
20
-7
-26% -$369 ﹤0.01% 1039
2022
Q3 		$2K Hold
27
– – ﹤0.01% 1036
2022
Q2 		$1K Hold
27
– – ﹤0.01% 1221
2022
Q1 		$5K Buy
+27
New +$5.28K ﹤0.01% 906

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bartlett & Co's COIN Position: Q4 2023 in Review

Bartlett & Co held its Coinbase (COIN) position steady in Q4 2023 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Bartlett & Co first reported a position in COIN in Q1 2022 and has held it in 8 quarters since. The position peaked at $5K in Q1 2022. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • Bartlett & Co held 20 shares of Coinbase worth $4K as of Q4 2023.
  • Bartlett & Co left its Coinbase share count unchanged in Q4 2023.
  • Coinbase made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1092 holding.
  • Bartlett & Co first reported a position in Coinbase in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Coinbase position peaked at $5K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.