Estate Counselors’s Coinbase COIN Stock Holding History

Estate Counselors’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 Q4	–	Sell	-8,330	Closed	-$1.48M	–	104
2024 Q3	$1.48M	Buy	+8,330	New	+$1.67M	0.15%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

Estate Counselors's COIN Position: Q4 2024 in Review

Estate Counselors sold out of Coinbase (COIN) in Q4 2024, closing a stake of 8,330 shares — an estimated $1.48M sold.

Estate Counselors first reported a position in COIN in Q3 2024 and held it in 1 quarter. The position peaked at $1.48M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Estate Counselors reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
Estate Counselors sold 8,330 Coinbase shares in Q4 2024, an estimated $1.48M.
Estate Counselors first reported a position in Coinbase in Q3 2024 and held it in 1 quarter.
Estate Counselors's Coinbase position peaked at $1.48M in Q3 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.