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Bellevue Asset Management’s
Coinbase
COIN
Stock Holding History
Bellevue Asset 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
2026
Q1
$3.49K
Hold
20
–
–
﹤0.01%
336
2025
Q4
$4.52K
Hold
20
–
–
﹤0.01%
351
2025
Q3
$6.75K
Hold
20
–
–
﹤0.01%
319
2025
Q2
$7.01K
Hold
20
–
–
﹤0.01%
307
2025
Q1
$3.44K
Hold
20
–
–
﹤0.01%
368
2024
Q4
$4.97K
Hold
20
–
–
﹤0.01%
348
2024
Q3
$3.56K
Hold
20
–
–
﹤0.01%
354
2024
Q2
$4.44K
Hold
20
–
–
﹤0.01%
333
2024
Q1
$5.3K
Hold
20
–
–
﹤0.01%
307
2023
Q4
$3.48K
Hold
20
–
–
﹤0.01%
342
2023
Q3
$1.5K
Sell
20
-10
-33%
-$843
﹤0.01%
417
2023
Q2
$2.15K
Hold
30
–
–
﹤0.01%
400
2023
Q1
$2.03K
Sell
30
-5
-14%
-$299
﹤0.01%
410
2022
Q4
$1.2K
Hold
35
–
–
﹤0.01%
467
2022
Q3
$2K
Hold
35
–
–
﹤0.01%
395
2022
Q2
$2K
Sell
35
-1
-3%
-$95
﹤0.01%
399
2022
Q1
$7K
Hold
36
–
–
﹤0.01%
328
2021
Q4
$9K
Hold
36
–
–
0.01%
327
2021
Q3
$8K
Sell
36
-5
-12%
-$1.23K
﹤0.01%
343
2021
Q2
$10K
Buy
+41
New
+$10.6K
0.01%
330
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
PO
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$954M AUM
20.29%
1-Year Est. Return
CS
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New York
$17.8B AUM
56.26%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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