Capital Wealth Planning’s Coinbase COIN Stock Holding History

Capital Wealth Planning’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	-280	Closed	-$49.9K	–	136
2024 Q3	$49.9K	Buy	+280	New	+$56.1K	﹤0.01%	141

Other funds holding COIN

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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 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

Capital Wealth Planning's COIN Position: Q4 2024 in Review

Capital Wealth Planning sold out of Coinbase (COIN) in Q4 2024, closing a stake of 280 shares — an estimated $49.9K sold.

Capital Wealth Planning first reported a position in COIN in Q3 2024 and held it in 1 quarter. The position peaked at $49.9K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Capital Wealth Planning reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
Capital Wealth Planning sold 280 Coinbase shares in Q4 2024, an estimated $49.9K.
Capital Wealth Planning first reported a position in Coinbase in Q3 2024 and held it in 1 quarter.
Capital Wealth Planning's Coinbase position peaked at $49.9K in Q3 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.