GI
COIN icon

Gradient Investments’s Coinbase COIN Stock Holding History

Gradient Investments’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 		– Sell
-37
Closed -$8.22K – 492
2024
Q2 		$8.22K Buy
37
+3
+9% +$690 ﹤0.01% 775
2024
Q1 		$9.01K Sell
34
-214
-86% -$38.5K ﹤0.01% 648
2023
Q4 		$43.1K Hold
248
– – ﹤0.01% 572
2023
Q3 		$18.6K Sell
248
-19
-7% -$1.6K ﹤0.01% 687
2023
Q2 		$19.1K Sell
267
-14
-5% -$835 ﹤0.01% 698
2023
Q1 		$19K Buy
281
+194
+223% +$11.6K ﹤0.01% 688
2022
Q4 		$3.08K Sell
87
-40
-31% -$2.11K ﹤0.01% 1022
2022
Q3 		$8K Hold
127
– – ﹤0.01% 840
2022
Q2 		$6K Buy
127
+14
+12% +$1.33K ﹤0.01% 866
2022
Q1 		$21K Hold
113
– – ﹤0.01% 635
2021
Q4 		$29K Buy
113
+78
+223% +$22.7K ﹤0.01% 585
2021
Q3 		$8K Hold
35
– – ﹤0.01% 802
2021
Q2 		$9K Buy
+35
New +$9.09K ﹤0.01% 776

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

Gradient Investments's COIN Position: Q3 2024 in Review

Gradient Investments sold out of Coinbase (COIN) in Q3 2024, closing a stake of 37 shares — an estimated $8.22K sold.

Gradient Investments first reported a position in COIN in Q2 2021 and held it in 13 quarters. The position peaked at $43.1K in Q4 2023. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Gradient Investments reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 37 Coinbase shares in Q3 2024, an estimated $8.22K.
  • Gradient Investments first reported a position in Coinbase in Q2 2021 and held it in 13 quarters.
  • Gradient Investments's Coinbase position peaked at $43.1K in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.