GA
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Gateway Advisory’s Coinbase COIN Stock Holding History

Gateway Advisory’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 		$808K Sell
4,533
-186
-4% -$37.3K 0.13% 67
2024
Q2 		$1.05M Buy
4,719
+141
+3% +$32.4K 0.18% 58
2024
Q1 		$1.21M Buy
+4,578
New +$824K 0.21% 53

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

Gateway Advisory's COIN Position: Q3 2024 in Review

Gateway Advisory reduced its Coinbase (COIN) stake by 3.9% in Q3 2024, selling an estimated $37.3K and leaving 4,533 shares worth $808K. The position accounts for 0.13% of the portfolio, ranked #67.

Gateway Advisory first reported a position in COIN in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Gateway Advisory held 4,533 shares of Coinbase worth $808K as of Q3 2024.
  • Gateway Advisory sold 186 Coinbase shares in Q3 2024, an estimated $37.3K.
  • Coinbase made up 0.13% of Gateway Advisory's portfolio in Q3 2024, its #67 holding.
  • Gateway Advisory first reported a position in Coinbase in Q1 2024 and has held it in 3 quarters since.
  • Gateway Advisory's Coinbase position peaked at $1.21M in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.