Cedar Brook Financial Partners’s Coinbase COIN Stock Holding History

Cedar Brook Financial Partners’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	-6,467	Closed	-$1.71M	–	87
2024 Q1	$1.71M	Buy	6,467 +850	+15%	+$153K	0.34%	69
2023 Q4	$793K	Sell	5,617 -1,435	-20%	-$157K	0.18%	132
2023 Q3	$529K	Buy	7,052 +37	+0.5%	+$3.12K	0.14%	165
2023 Q2	$502K	Buy	7,015 +318	+5%	+$19K	0.12%	178
2023 Q1	$453K	Buy	+6,697	New	+$401K	0.12%	195
2022 Q4	–	Sell	-4,129	Closed	-$266K	–	374
2022 Q3	$266K	Buy	+4,129	New	+$288K	0.09%	262
2022 Q2	–	Sell	-2,884	Closed	-$548K	–	354
2022 Q1	$548K	Buy	2,884 +337	+13%	+$65.8K	0.14%	167
2021 Q4	$643K	Buy	2,547 +276	+12%	+$80.2K	0.16%	152
2021 Q3	$517K	Buy	2,271 +221	+11%	+$54.4K	0.16%	161
2021 Q2	$519K	Buy	+2,050	New	+$532K	0.15%	173

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cedar Brook Financial Partners's COIN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Coinbase (COIN) in Q2 2024, closing a stake of 6,467 shares — an estimated $1.71M sold.

Cedar Brook Financial Partners first reported a position in COIN in Q2 2021 and held it in 10 quarters. The position peaked at $1.71M in Q1 2024. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,467 Coinbase shares in Q2 2024, an estimated $1.71M.
Cedar Brook Financial Partners first reported a position in Coinbase in Q2 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's Coinbase position peaked at $1.71M in Q1 2024.
912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.