HGWM
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Harvest Group Wealth Management’s Coinbase COIN Stock Holding History

Harvest Group 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
2023
Q1 		$2.03K Hold
30
– – ﹤0.01% 120
2022
Q4 		$1.06K Hold
30
– – ﹤0.01% 144
2022
Q3 		$2K Hold
30
– – ﹤0.01% 111
2022
Q2 		$2K Buy
30
+23
+329% +$2.19K ﹤0.01% 124
2022
Q1 		$1K Buy
+7
New +$1.37K ﹤0.01% 110

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Paradigm Operations
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's COIN Position: Q1 2023 in Review

Harvest Group Wealth Management held its Coinbase (COIN) position steady in Q1 2023 at 30 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Harvest Group Wealth Management first reported a position in COIN in Q1 2022 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Harvest Group Wealth Management held 30 shares of Coinbase worth $2.03K as of Q1 2023.
  • Harvest Group Wealth Management left its Coinbase share count unchanged in Q1 2023.
  • Coinbase made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #120 holding.
  • Harvest Group Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 5 quarters since.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.