Denver PWM’s Coinbase COIN Stock Holding History

Denver PWM’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	-3	Closed	-$745	–	105
2024 Q4	$745	Buy	+3	New	+$762	﹤0.01%	208

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Denver PWM's COIN Position: Q1 2025 in Review

Denver PWM sold out of Coinbase (COIN) in Q1 2025, closing a stake of 3 shares — an estimated $745 sold.

Denver PWM first reported a position in COIN in Q4 2024 and held it in 1 quarter. The position peaked at $745 in Q4 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

Denver PWM reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 3 Coinbase shares in Q1 2025, an estimated $745.
Denver PWM first reported a position in Coinbase in Q4 2024 and held it in 1 quarter.
Denver PWM's Coinbase position peaked at $745 in Q4 2024.
996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.