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Birch Hill Investment Advisors’s Coinbase COIN Stock Holding History

Birch Hill Investment 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
2024
Q4 		– Sell
-4,600
Closed -$820K – 183
2024
Q3 		$820K Sell
4,600
-400
-8% -$80.1K 0.04% 111
2024
Q2 		$1.11M Hold
5,000
– – 0.05% 101
2024
Q1 		$1.33M Buy
+5,000
New +$900K 0.06% 97
2022
Q1 		– Sell
-1,685
Closed -$425K – 164
2021
Q4 		$425K Buy
1,685
+135
+9% +$39.3K 0.02% 133
2021
Q3 		$353K Buy
1,550
+625
+68% +$154K 0.02% 137
2021
Q2 		$234K Buy
+925
New +$240K 0.01% 149

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birch Hill Investment Advisors's COIN Position: Q4 2024 in Review

Birch Hill Investment Advisors sold out of Coinbase (COIN) in Q4 2024, closing a stake of 4,600 shares — an estimated $820K sold.

Birch Hill Investment Advisors first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $1.33M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Birch Hill Investment Advisors reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 4,600 Coinbase shares in Q4 2024, an estimated $820K.
  • Birch Hill Investment Advisors first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
  • Birch Hill Investment Advisors's Coinbase position peaked at $1.33M in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.