Carmichael Hill & Associates’s Coinbase COIN Stock Holding History

Carmichael Hill & Associates’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 Q3	$10.7K	Buy	60 +5	+9%	+$1K	﹤0.01%	579
2024 Q2	$12.2K	Hold	55	–	–	﹤0.01%	549
2024 Q1	$14.6K	Hold	55	–	–	0.01%	520
2023 Q4	$9.57K	Hold	55	–	–	﹤0.01%	578
2023 Q3	$4.13K	Hold	55	–	–	﹤0.01%	652
2023 Q2	$3.94K	Hold	55	–	–	﹤0.01%	655
2023 Q1	$3.72K	Hold	55	–	–	﹤0.01%	658
2022 Q4	$1.95K	Hold	55	–	–	﹤0.01%	690
2022 Q3	$4K	Hold	55	–	–	﹤0.01%	684
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	696
2022 Q1	$10K	Hold	55	–	–	﹤0.01%	603
2021 Q4	$14K	Hold	55	–	–	0.01%	559
2021 Q3	$13K	Sell	55 -100	-65%	-$24.6K	0.01%	560
2021 Q2	$39K	Buy	+155	New	+$40.2K	0.02%	397

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Carmichael Hill & Associates's COIN Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Coinbase (COIN) stake by 9.1% in Q3 2024, buying an estimated $1K and bringing the position to 60 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Carmichael Hill & Associates first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $39K in Q2 2021. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

Carmichael Hill & Associates held 60 shares of Coinbase worth $10.7K as of Q3 2024.
Carmichael Hill & Associates bought 5 Coinbase shares in Q3 2024, an estimated $1K.
Coinbase made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #579 holding.
Carmichael Hill & Associates first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
Carmichael Hill & Associates's Coinbase position peaked at $39K in Q2 2021.
868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.