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FDx Advisors’s Coinbase COIN Stock Holding History

FDx Advisors’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
-5,996
Closed -$1.04M – 409
2023
Q4 		$1.04M Sell
5,996
-2,139
-26% -$234K 0.08% 242
2023
Q3 		$611K Sell
8,135
-1,414
-15% -$119K 0.05% 308
2023
Q2 		$683K Buy
9,549
+3,177
+50% +$190K 0.04% 376
2023
Q1 		$226K Hold
6,372
– – 0.01% 677
2022
Q4 		$226K Buy
6,372
+1,220
+24% +$64.3K 0.01% 677
2022
Q3 		$332K Sell
5,152
-1,782
-26% -$124K 0.01% 516
2022
Q2 		$326K Buy
6,934
+1,648
+31% +$157K 0.01% 599
2022
Q1 		$1M Buy
5,286
+904
+21% +$177K 0.03% 325
2021
Q4 		$1.11M Buy
4,382
+151
+4% +$43.9K 0.03% 342
2021
Q3 		$962K Buy
4,231
+894
+27% +$220K 0.03% 346
2021
Q2 		$845K Buy
+3,337
New +$866K 0.03% 368

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 $5.72T AUM 30.48% 1-Year Est. Return
PO
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FDx Advisors's COIN Position: Q1 2024 in Review

FDx Advisors sold out of Coinbase (COIN) in Q1 2024, closing a stake of 5,996 shares — an estimated $1.04M sold.

FDx Advisors first reported a position in COIN in Q2 2021 and held it in 11 quarters. The position peaked at $1.11M in Q4 2021. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • FDx Advisors reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 5,996 Coinbase shares in Q1 2024, an estimated $1.04M.
  • FDx Advisors first reported a position in Coinbase in Q2 2021 and held it in 11 quarters.
  • FDx Advisors's Coinbase position peaked at $1.11M in Q4 2021.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.