Core Wealth Advisors (Florida)’s Coinbase COIN Stock Holding History

Core Wealth Advisors (Florida)’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	-31	Closed	-$8.22K	–	90
2024 Q1	$8.22K	Hold	31	–	–	﹤0.01%	199
2023 Q4	$5.39K	Hold	31	–	–	﹤0.01%	216
2023 Q3	$2.33K	Hold	31	–	–	﹤0.01%	217
2023 Q2	$2.22K	Hold	31	–	–	﹤0.01%	216
2023 Q1	$2.1K	Hold	31	–	–	﹤0.01%	226
2022 Q4	$1.1K	Hold	31	–	–	﹤0.01%	245
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	202
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	205
2022 Q1	$6K	Hold	31	–	–	﹤0.01%	161
2021 Q4	$8K	Hold	31	–	–	﹤0.01%	161
2021 Q3	$7K	Hold	31	–	–	﹤0.01%	145
2021 Q2	$8K	Buy	+31	New	+$8.05K	0.01%	133

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

Core Wealth Advisors (Florida)'s COIN Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Coinbase (COIN) in Q2 2024, closing a stake of 31 shares — an estimated $8.22K sold.

Core Wealth Advisors (Florida) first reported a position in COIN in Q2 2021 and held it in 12 quarters. The position peaked at $8.22K in Q1 2024. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 31 Coinbase shares in Q2 2024, an estimated $8.22K.
Core Wealth Advisors (Florida) first reported a position in Coinbase in Q2 2021 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s Coinbase position peaked at $8.22K in Q1 2024.
912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.