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Baystate Wealth Management’s Coinbase COIN Stock Holding History

Baystate Wealth Management’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 		$4.35K Sell
25
-15
-38% -$1.64K ﹤0.01% 922
2023
Q3 		$3K Hold
40
– – ﹤0.01% 755
2023
Q2 		$2.86K Buy
40
+25
+167% +$1.49K ﹤0.01% 797
2023
Q1 		$1.01K Hold
15
– – ﹤0.01% 930
2022
Q4 		$1K Hold
15
– – ﹤0.01% 846
2022
Q3 		$1K Hold
15
– – ﹤0.01% 800
2022
Q2 		$1K Hold
15
– – ﹤0.01% 825
2022
Q1 		$3K Hold
15
– – ﹤0.01% 704
2021
Q4 		$4K Buy
+15
New +$4.36K ﹤0.01% 668

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

Baystate Wealth Management's COIN Position: Q4 2023 in Review

Baystate Wealth Management reduced its Coinbase (COIN) stake by 38% in Q4 2023, selling an estimated $1.64K and leaving 25 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Baystate Wealth Management first reported a position in COIN in Q4 2021 and has held it in 9 quarters since. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • Baystate Wealth Management held 25 shares of Coinbase worth $4.35K as of Q4 2023.
  • Baystate Wealth Management sold 15 Coinbase shares in Q4 2023, an estimated $1.64K.
  • Coinbase made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #922 holding.
  • Baystate Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 9 quarters since.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.