CA
COIN icon

Centerpoint Advisors’s Coinbase COIN Stock Holding History

Centerpoint Advisors’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
2026
Q1 		$3K Hold
17
– – ﹤0.01% 360
2025
Q4 		$4K Hold
17
– – ﹤0.01% 361
2025
Q3 		$6K Hold
17
– – ﹤0.01% 360
2025
Q2 		$6K Hold
17
– – ﹤0.01% 326
2025
Q1 		$3K Sell
17
-39
-70% -$9.44K ﹤0.01% 355
2024
Q4 		$14K Buy
56
+39
+229% +$9.9K ﹤0.01% 316
2024
Q3 		$3K Hold
17
– – ﹤0.01% 413
2024
Q2 		$4K Hold
17
– – ﹤0.01% 381
2024
Q1 		$5K Hold
17
– – ﹤0.01% 358
2023
Q4 		$3K Hold
17
– – ﹤0.01% 374
2023
Q3 		$1K Hold
17
– – ﹤0.01% 482
2023
Q2 		$1K Hold
17
– – ﹤0.01% 486
2023
Q1 		$1K Hold
17
– – ﹤0.01% 481
2022
Q4 		$1K Hold
17
– – ﹤0.01% 431
2022
Q3 		$1K Hold
17
– – ﹤0.01% 346
2022
Q2 		$1K Hold
17
– – ﹤0.01% 348
2022
Q1 		$3K Hold
17
– – ﹤0.01% 296
2021
Q4 		$4K Buy
17
+16
+1,600% +$4.65K ﹤0.01% 286
2021
Q3 		$0 Hold
1
– – ﹤0.01% 294
2021
Q2 		$0 Buy
+1
New +$260 ﹤0.01% 289

Other funds holding COIN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return