DI
COIN icon

Disciplined Investments’s Coinbase COIN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-3
Closed -$215 – 401
2023
Q2 		$215 Buy
+3
New +$179 ﹤0.01% 1478
2022
Q2 		– Sell
-15
Closed -$3K – 1315
2022
Q1 		$3K Hold
15
– – ﹤0.01% 558
2021
Q4 		$4K Buy
+15
New +$4.36K ﹤0.01% 407

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's COIN Position: Q3 2023 in Review

Disciplined Investments sold out of Coinbase (COIN) in Q3 2023, closing a stake of 3 shares — an estimated $215 sold.

Disciplined Investments first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Disciplined Investments reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Coinbase shares in Q3 2023, an estimated $215.
  • Disciplined Investments first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Disciplined Investments's Coinbase position peaked at $4K in Q4 2021.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.