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CGC Financial Services’s Coinbase COIN Stock Holding History

CGC Financial Services’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
2025
Q1 		– Sell
-5
Closed -$1.24K – 342
2024
Q4 		$1.24K Hold
5
– – ﹤0.01% 296
2024
Q3 		$891 Sell
5
-5
-50% -$1K ﹤0.01% 301
2024
Q2 		$2.22K Hold
10
– – ﹤0.01% 271
2024
Q1 		$2.65K Hold
10
– – ﹤0.01% 271
2023
Q4 		$1.74K Sell
10
-3
-23% -$328 ﹤0.01% 296
2023
Q3 		$976 Sell
13
-51
-80% -$4.3K ﹤0.01% 276
2023
Q2 		$4.58K Buy
+64
New +$3.82K ﹤0.01% 222

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

CGC Financial Services's COIN Position: Q1 2025 in Review

CGC Financial Services sold out of Coinbase (COIN) in Q1 2025, closing a stake of 5 shares — an estimated $1.24K sold.

CGC Financial Services first reported a position in COIN in Q2 2023 and held it in 7 quarters. The position peaked at $4.58K in Q2 2023. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • CGC Financial Services reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 5 Coinbase shares in Q1 2025, an estimated $1.24K.
  • CGC Financial Services first reported a position in Coinbase in Q2 2023 and held it in 7 quarters.
  • CGC Financial Services's Coinbase position peaked at $4.58K in Q2 2023.
  • 996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.