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Cetera Advisor Networks’s Coinbase COIN Stock Holding History

Cetera Advisor Networks’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
Q1 		$2.91M Buy
10,976
+1,482
+16% +$267K 0.01% 860
2023
Q4 		$1.65M Buy
9,494
+652
+7% +$71.2K 0.01% 1063
2023
Q3 		$664K Buy
8,842
+657
+8% +$55.4K ﹤0.01% 1567
2023
Q2 		$586K Buy
8,185
+433
+6% +$25.8K ﹤0.01% 1619
2023
Q1 		$524K Sell
7,752
-5,225
-40% -$313K ﹤0.01% 1661
2022
Q4 		$459K Buy
12,977
+3,168
+32% +$167K ﹤0.01% 1699
2022
Q3 		$633K Sell
9,809
-104
-1% -$7.26K 0.01% 1145
2022
Q2 		$466K Buy
9,913
+121
+1% +$11.5K 0.01% 1319
2022
Q1 		$1.86M Buy
9,792
+852
+10% +$166K 0.02% 646
2021
Q4 		$2.26M Buy
8,940
+1,665
+23% +$484K 0.03% 557
2021
Q3 		$1.66M Buy
7,275
+943
+15% +$232K 0.02% 622
2021
Q2 		$1.6M Buy
+6,332
New +$1.64M 0.02% 616

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's COIN Position: Q1 2024 in Review

Cetera Advisor Networks increased its Coinbase (COIN) stake by 16% in Q1 2024, buying an estimated $267K and bringing the position to 10,976 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #860.

Cetera Advisor Networks first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Cetera Advisor Networks held 10,976 shares of Coinbase worth $2.91M as of Q1 2024.
  • Cetera Advisor Networks bought 1,482 Coinbase shares in Q1 2024, an estimated $267K.
  • Coinbase made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #860 holding.
  • Cetera Advisor Networks first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.