GW
COIN icon

GW & Wade’s Coinbase COIN Stock Holding History

GW & Wade’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
2023
Q4 		$280K Buy
+1,608
New +$176K 0.01% 352
2022
Q2 		– Sell
-1,602
Closed -$304K – 387
2022
Q1 		$304K Buy
1,602
+363
+29% +$70.9K 0.01% 309
2021
Q4 		$313K Sell
1,239
-130
-9% -$37.8K 0.01% 316
2021
Q3 		$311K Sell
1,369
-130
-9% -$32K 0.01% 300
2021
Q2 		$380K Buy
+1,499
New +$389K 0.02% 280

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
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

GW & Wade's COIN Position: Q4 2023 in Review

GW & Wade opened a new position in Coinbase (COIN) in Q4 2023: 1,608 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: GW & Wade previously reported a position in COIN as recently as Q1 2022.

GW & Wade first reported a position in COIN in Q2 2021 and has held it in 5 quarters since. The position peaked at $380K in Q2 2021. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • GW & Wade held 1,608 shares of Coinbase worth $280K as of Q4 2023.
  • Coinbase was a new GW & Wade position in Q4 2023.
  • Coinbase made up 0.01% of GW & Wade's portfolio in Q4 2023, its #352 holding.
  • GW & Wade first reported a position in Coinbase in Q2 2021 and has held it in 5 quarters since.
  • GW & Wade's Coinbase position peaked at $380K in Q2 2021.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.