Donoghue Forlines’s Coinbase COIN Stock Holding History

Donoghue Forlines’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 Q1	–	Sell	-10,691	Closed	-$1.86M	–	228
2023 Q4	$1.86M	Buy	+10,691	New	+$1.17M	0.58%	32

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Donoghue Forlines's COIN Position: Q1 2024 in Review

Donoghue Forlines sold out of Coinbase (COIN) in Q1 2024, closing a stake of 10,691 shares — an estimated $1.86M sold.

Donoghue Forlines first reported a position in COIN in Q4 2023 and held it in 1 quarter. The position peaked at $1.86M in Q4 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

Donoghue Forlines reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
Donoghue Forlines sold 10,691 Coinbase shares in Q1 2024, an estimated $1.86M.
Donoghue Forlines first reported a position in Coinbase in Q4 2023 and held it in 1 quarter.
Donoghue Forlines's Coinbase position peaked at $1.86M in Q4 2023.
921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.