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First Trust Investment Solutions’s Coinbase COIN Stock Holding History

First Trust Investment Solutions’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
Q3 		$3.27M Buy
18,332
+11
+0.1% +$2.2K 0.37% 64
2024
Q2 		$4.07M Buy
18,321
+2,171
+13% +$500K 0.57% 52
2024
Q1 		$4.28M Sell
16,150
-18,000
-53% -$3.24M 0.75% 38
2023
Q4 		$5.94M Buy
+34,150
New +$3.73M 1.23% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $154B AUM 29.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

First Trust Investment Solutions's COIN Position: Q3 2024 in Review

First Trust Investment Solutions increased its Coinbase (COIN) stake by 0.06% in Q3 2024, buying an estimated $2.2K and bringing the position to 18,332 shares worth $3.27M. The position accounts for 0.37% of the portfolio, ranked #64.

First Trust Investment Solutions first reported a position in COIN in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.94M in Q4 2023. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • First Trust Investment Solutions held 18,332 shares of Coinbase worth $3.27M as of Q3 2024.
  • First Trust Investment Solutions bought 11 Coinbase shares in Q3 2024, an estimated $2.2K.
  • Coinbase made up 0.37% of First Trust Investment Solutions's portfolio in Q3 2024, its #64 holding.
  • First Trust Investment Solutions first reported a position in Coinbase in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Coinbase position peaked at $5.94M in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.