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Halpern Financial’s Coinbase COIN Stock Holding History

Halpern Financial’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 		$16.4K Hold
100
– – ﹤0.01% 141
2024
Q2 		$22.2K Hold
100
– – 0.01% 121
2024
Q1 		$25.2K Hold
100
– – 0.01% 120
2023
Q4 		$15.2K Sell
100
-50
-33% -$5.46K ﹤0.01% 162
2023
Q3 		$11.3K Hold
150
– – ﹤0.01% 151
2023
Q2 		$10.7K Sell
150
-100
-40% -$5.96K ﹤0.01% 149
2023
Q1 		$16.9K Hold
250
– – 0.01% 112
2022
Q4 		$8.85K Hold
250
– – ﹤0.01% 141
2022
Q3 		$16.1K Hold
250
– – 0.01% 126
2022
Q2 		$11.8K Hold
250
– – ﹤0.01% 154
2022
Q1 		$47.5K Hold
250
– – 0.02% 96
2021
Q4 		$63.1K Buy
250
+100
+67% +$29.1K 0.03% 75
2021
Q3 		$34.1K Hold
150
– – 0.02% 86
2021
Q2 		$38K Buy
+150
New +$38.9K 0.02% 74

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 $175B AUM 40.63% 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

Halpern Financial's COIN Position: Q3 2024 in Review

Halpern Financial held its Coinbase (COIN) position steady in Q3 2024 at 100 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Halpern Financial first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $63.1K in Q4 2021. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Halpern Financial held 100 shares of Coinbase worth $16.4K as of Q3 2024.
  • Halpern Financial left its Coinbase share count unchanged in Q3 2024.
  • Coinbase made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #141 holding.
  • Halpern Financial first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Halpern Financial's Coinbase position peaked at $63.1K in Q4 2021.
  • 869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.