Benjamin F. Edwards & Company’s Coinbase COIN Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$2.92M	Buy	13,125 +10,289	+363%	+$2.37M	0.05%	311
2024 Q1	$752K	Buy	2,836 +1,607	+131%	+$289K	0.01%	572
2023 Q4	$213K	Buy	1,229 +410	+50%	+$44.8K	﹤0.01%	865
2023 Q3	$61K	Buy	819 +32	+4%	+$2.7K	﹤0.01%	1031
2023 Q2	$56K	Hold	787	–	–	﹤0.01%	1055
2023 Q1	$53K	Sell	787 -129	-14%	-$7.72K	﹤0.01%	1073
2022 Q4	$32K	Buy	916 +3	+0.3%	+$158	﹤0.01%	1175
2022 Q3	$59K	Sell	913 -15	-2%	-$1.05K	﹤0.01%	1010
2022 Q2	$44K	Sell	928 -59	-6%	-$5.62K	﹤0.01%	1069
2022 Q1	$187K	Buy	987 +768	+351%	+$150K	0.01%	701
2021 Q4	$55K	Buy	219 +22	+11%	+$6.4K	﹤0.01%	1021
2021 Q3	$45K	Sell	197 -268	-58%	-$66K	﹤0.01%	1051
2021 Q2	$118K	Buy	+465	New	+$121K	0.01%	802

Other funds holding COIN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Benjamin F. Edwards & Company's COIN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Coinbase (COIN) stake by 363% in Q2 2024, buying an estimated $2.37M and bringing the position to 13,125 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #311.

Benjamin F. Edwards & Company first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. 915 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Benjamin F. Edwards & Company held 13,125 shares of Coinbase worth $2.92M as of Q2 2024.
Benjamin F. Edwards & Company bought 10,289 Coinbase shares in Q2 2024, an estimated $2.37M.
Coinbase made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #311 holding.
Benjamin F. Edwards & Company first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
915 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.