BFA
COIN icon

BBJS Financial Advisors’s Coinbase COIN Stock Holding History

BBJS Financial Advisors’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 		– Sell
-15
Closed -$1.13K – 127
2023
Q3 		$1.13K Hold
15
– – ﹤0.01% 118
2023
Q2 		$1.07K Hold
15
– – ﹤0.01% 116
2023
Q1 		$1.01K Hold
15
– – ﹤0.01% 122
2022
Q4 		$531 Buy
+15
New +$790 ﹤0.01% 130

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

BBJS Financial Advisors's COIN Position: Q4 2023 in Review

BBJS Financial Advisors sold out of Coinbase (COIN) in Q4 2023, closing a stake of 15 shares — an estimated $1.13K sold.

BBJS Financial Advisors first reported a position in COIN in Q4 2022 and held it in 4 quarters. The position peaked at $1.13K in Q3 2023. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • BBJS Financial Advisors reported no remaining Coinbase position as of Q4 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 15 Coinbase shares in Q4 2023, an estimated $1.13K.
  • BBJS Financial Advisors first reported a position in Coinbase in Q4 2022 and held it in 4 quarters.
  • BBJS Financial Advisors's Coinbase position peaked at $1.13K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on BBJS Financial Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.