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Cassady Schiller Wealth Management’s Coinbase COIN Stock Holding History

Cassady Schiller Wealth Management’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 		$1.99K Buy
+8
New +$2.03K ﹤0.01% 576
2023
Q1 		– Sell
-31
Closed -$1.1K – 473
2022
Q4 		$1.1K Buy
+31
New +$1.63K ﹤0.01% 434
2022
Q1 		– Sell
-31
Closed -$8K – 204
2021
Q4 		$8K Buy
+31
New +$9.01K ﹤0.01% 331

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

Cassady Schiller Wealth Management's COIN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Coinbase (COIN) in Q4 2024: 8 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in COIN as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in COIN in Q4 2021 and has held it in 3 quarters since. The position peaked at $8K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Coinbase worth $1.99K as of Q4 2024.
  • Coinbase was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Coinbase made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #576 holding.
  • Cassady Schiller Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Coinbase position peaked at $8K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.