Caldwell Sutter Capital’s Coinbase COIN Stock Holding History

Caldwell Sutter Capital’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 Q1	–	Sell	-2	Closed	-$348	–	930
2023 Q4	$348	Buy	+2	New	+$218	﹤0.01%	899

Other funds holding COIN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Sutter Capital's COIN Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Coinbase (COIN) in Q1 2024, closing a stake of 2 shares — an estimated $348 sold.

Caldwell Sutter Capital first reported a position in COIN in Q4 2023 and held it in 1 quarter. The position peaked at $348 in Q4 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

Caldwell Sutter Capital reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 2 Coinbase shares in Q1 2024, an estimated $348.
Caldwell Sutter Capital first reported a position in Coinbase in Q4 2023 and held it in 1 quarter.
Caldwell Sutter Capital's Coinbase position peaked at $348 in Q4 2023.
921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.