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Granite Bay Wealth Management’s Coinbase COIN Stock Holding History

Granite Bay 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
Q1 		– Sell
-81,056
Closed -$8.36M – 105
2023
Q4 		$8.36M Sell
81,056
-35,684
-31% -$3.9M 0.07% 85
2023
Q3 		$9.91M Buy
+116,740
New +$9.84M 0.1% 85
2022
Q4 		– Sell
-6,489
Closed -$418K – 67
2022
Q3 		$418K Sell
6,489
-100
-2% -$6.98K 0.34% 36
2022
Q2 		$310K Buy
6,589
+700
+12% +$66.6K 0.24% 40
2022
Q1 		$1.12M Buy
5,889
+2,305
+64% +$450K 0.91% 18
2021
Q4 		$904K Buy
+3,584
New +$1.04M 0.89% 23

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Granite Bay Wealth Management's COIN Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Coinbase (COIN) in Q1 2024, closing a stake of 81,056 shares — an estimated $8.36M sold.

Granite Bay Wealth Management first reported a position in COIN in Q4 2021 and held it in 6 quarters. The position peaked at $9.91M in Q3 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 81,056 Coinbase shares in Q1 2024, an estimated $8.36M.
  • Granite Bay Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 6 quarters.
  • Granite Bay Wealth Management's Coinbase position peaked at $9.91M in Q3 2023.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.