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Buckingham Strategic Wealth’s Coinbase COIN Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-755
Closed -$200K – 816
2024
Q1 		$200K Buy
+755
New +$136K ﹤0.01% 712
2022
Q2 		– Sell
-1,603
Closed -$304K – 618
2022
Q1 		$304K Sell
1,603
-445
-22% -$87K 0.01% 466
2021
Q4 		$517K Buy
2,048
+593
+41% +$172K 0.01% 361
2021
Q3 		$331K Buy
1,455
+70
+5% +$17.2K 0.01% 447
2021
Q2 		$351K Buy
+1,385
New +$360K 0.01% 431

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Buckingham Strategic Wealth's COIN Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Coinbase (COIN) in Q2 2024, closing a stake of 755 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in COIN in Q2 2021 and held it in 5 quarters. The position peaked at $517K in Q4 2021. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 755 Coinbase shares in Q2 2024, an estimated $200K.
  • Buckingham Strategic Wealth first reported a position in Coinbase in Q2 2021 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Coinbase position peaked at $517K in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.