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First Personal Financial Services’s Coinbase COIN Stock Holding History

First Personal Financial Services’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
-36
Closed -$6.26K – 373
2023
Q4 		$6.26K Buy
+36
New +$3.93K ﹤0.01% 328

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

First Personal Financial Services's COIN Position: Q1 2024 in Review

First Personal Financial Services sold out of Coinbase (COIN) in Q1 2024, closing a stake of 36 shares — an estimated $6.26K sold.

First Personal Financial Services first reported a position in COIN in Q4 2023 and held it in 1 quarter. The position peaked at $6.26K in Q4 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • First Personal Financial Services reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • First Personal Financial Services sold 36 Coinbase shares in Q1 2024, an estimated $6.26K.
  • First Personal Financial Services first reported a position in Coinbase in Q4 2023 and held it in 1 quarter.
  • First Personal Financial Services's Coinbase position peaked at $6.26K in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.