Global Wealth Management Investment Advisory’s Coinbase COIN Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-20	Closed	-$3.48K	–	202
2023 Q4	$3.48K	Hold	20	–	–	﹤0.01%	360
2023 Q3	$1.5K	Hold	20	–	–	﹤0.01%	405
2023 Q2	$1.43K	Buy	+20	New	+$1.19K	﹤0.01%	409
2022 Q3	–	Sell	-25	Closed	-$1K	–	210
2022 Q2	$1K	Sell	25 -73	-74%	-$6.95K	﹤0.01%	449
2022 Q1	$19K	Sell	98 -30	-23%	-$5.86K	0.01%	259
2021 Q4	$32K	Buy	128 +3	+2%	+$872	0.01%	223
2021 Q3	$28K	Hold	125	–	–	0.01%	238
2021 Q2	$32K	Buy	+125	New	+$32.5K	0.01%	215

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's COIN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Coinbase (COIN) in Q1 2024, closing a stake of 20 shares — an estimated $3.48K sold.

Global Wealth Management Investment Advisory first reported a position in COIN in Q2 2021 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 922 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 20 Coinbase shares in Q1 2024, an estimated $3.48K.
Global Wealth Management Investment Advisory first reported a position in Coinbase in Q2 2021 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Coinbase position peaked at $32K in Q4 2021.
922 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.