DIS
COIN icon

Diversified Investment Strategies’s Coinbase COIN Stock Holding History

Diversified Investment Strategies’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
-13,825
Closed -$3.67M – 50
2024
Q1 		$3.67M Sell
13,825
-7,155
-34% -$1.29M 2.47% 16
2023
Q4 		$3.65M Sell
20,980
-775
-4% -$84.6K 2.67% 13
2023
Q3 		$1.63M Sell
21,755
-100
-0.5% -$8.43K 1.24% 18
2023
Q2 		$1.56M Hold
21,855
– – 1.16% 18
2023
Q1 		$1.48M Hold
21,855
– – 1.05% 19
2022
Q4 		$773K Buy
+21,855
New +$1.15M 0.6% 23

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Diversified Investment Strategies's COIN Position: Q2 2024 in Review

Diversified Investment Strategies sold out of Coinbase (COIN) in Q2 2024, closing a stake of 13,825 shares — an estimated $3.67M sold.

Diversified Investment Strategies first reported a position in COIN in Q4 2022 and held it in 6 quarters. The position peaked at $3.67M in Q1 2024. 914 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Diversified Investment Strategies reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Diversified Investment Strategies sold 13,825 Coinbase shares in Q2 2024, an estimated $3.67M.
  • Diversified Investment Strategies first reported a position in Coinbase in Q4 2022 and held it in 6 quarters.
  • Diversified Investment Strategies's Coinbase position peaked at $3.67M in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Diversified Investment Strategies's 13F filing for Q2 2024, filed 6 Aug 2024.