FIM
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Fernwood Investment Management’s Coinbase COIN Stock Holding History

Fernwood Investment Management’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 		$289K Sell
1,165
-134
-10% -$34K 0.1% 136
2024
Q3 		$231K Buy
+1,299
New +$260K 0.08% 169
2024
Q2 		– Sell
-705
Closed -$187K – 285
2024
Q1 		$187K Buy
+705
New +$127K 0.05% 201

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Geode Capital Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's COIN Position: Q4 2024 in Review

Fernwood Investment Management reduced its Coinbase (COIN) stake by 10% in Q4 2024, selling an estimated $34K and leaving 1,165 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #136.

Fernwood Investment Management first reported a position in COIN in Q1 2024 and has held it in 3 quarters since. 1,027 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Fernwood Investment Management held 1,165 shares of Coinbase worth $289K as of Q4 2024.
  • Fernwood Investment Management sold 134 Coinbase shares in Q4 2024, an estimated $34K.
  • Coinbase made up 0.1% of Fernwood Investment Management's portfolio in Q4 2024, its #136 holding.
  • Fernwood Investment Management first reported a position in Coinbase in Q1 2024 and has held it in 3 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.