FGAM
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Financial Gravity Asset Management’s Coinbase COIN Stock Holding History

Financial Gravity Asset 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
2025
Q1 		$16.9K Buy
+98
New +$23.7K ﹤0.01% 505
2024
Q2 		$9.56K Buy
+43
New +$9.89K ﹤0.01% 498

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Gravity Asset Management's COIN Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Coinbase (COIN) in Q1 2025: 98 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in COIN as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in COIN in Q2 2024 and has held it in 2 quarters since. 997 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Financial Gravity Asset Management held 98 shares of Coinbase worth $16.9K as of Q1 2025.
  • Coinbase was a new Financial Gravity Asset Management position in Q1 2025.
  • Coinbase made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #505 holding.
  • Financial Gravity Asset Management first reported a position in Coinbase in Q2 2024 and has held it in 2 quarters since.
  • 997 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.