GJWM
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Gilliland Jeter Wealth Management’s Coinbase COIN Stock Holding History

Gilliland Jeter Wealth 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 		– Sell
-30
Closed -$5.34K – 263
2024
Q3 		$5.34K Hold
30
– – ﹤0.01% 520
2024
Q2 		$6.67K Hold
30
– – ﹤0.01% 476
2024
Q1 		$7.95K Buy
+30
New +$5.4K ﹤0.01% 452

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's COIN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Coinbase (COIN) in Q4 2024, closing a stake of 30 shares — an estimated $5.34K sold.

Gilliland Jeter Wealth Management first reported a position in COIN in Q1 2024 and held it in 3 quarters. The position peaked at $7.95K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 30 Coinbase shares in Q4 2024, an estimated $5.34K.
  • Gilliland Jeter Wealth Management first reported a position in Coinbase in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Coinbase position peaked at $7.95K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.