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Dana Investment Advisors’s Coinbase COIN Stock Holding History

Dana Investment 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
2024
Q3 		– Sell
-919
Closed -$204K – 539
2024
Q2 		$204K Sell
919
-113
-11% -$26K 0.01% 515
2024
Q1 		$274K Sell
1,032
-1,430
-58% -$257K 0.01% 491
2023
Q4 		$428K Buy
+2,462
New +$269K 0.02% 337
2022
Q4 		– Sell
-7,419
Closed -$478K – 405
2022
Q3 		$478K Sell
7,419
-3,114
-30% -$217K 0.03% 310
2022
Q2 		$495K Buy
10,533
+5,177
+97% +$493K 0.03% 309
2022
Q1 		$1.02M Sell
5,356
-615
-10% -$120K 0.05% 213
2021
Q4 		$1.51M Buy
+5,971
New +$1.74M 0.07% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
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
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
Jane Street
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

Dana Investment Advisors's COIN Position: Q3 2024 in Review

Dana Investment Advisors sold out of Coinbase (COIN) in Q3 2024, closing a stake of 919 shares — an estimated $204K sold.

Dana Investment Advisors first reported a position in COIN in Q4 2021 and held it in 7 quarters. The position peaked at $1.51M in Q4 2021. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Dana Investment Advisors reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 919 Coinbase shares in Q3 2024, an estimated $204K.
  • Dana Investment Advisors first reported a position in Coinbase in Q4 2021 and held it in 7 quarters.
  • Dana Investment Advisors's Coinbase position peaked at $1.51M in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Dana Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.