HWAM
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Hennion & Walsh Asset Management’s Coinbase COIN Stock Holding History

Hennion & Walsh Asset 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
Q2 		– Sell
-2,196
Closed -$582K – 854
2024
Q1 		$582K Sell
2,196
-86
-4% -$15.5K 0.03% 530
2023
Q4 		$397K Buy
+2,282
New +$249K 0.02% 610

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Hennion & Walsh Asset Management's COIN Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Coinbase (COIN) in Q2 2024, closing a stake of 2,196 shares — an estimated $582K sold.

Hennion & Walsh Asset Management first reported a position in COIN in Q4 2023 and held it in 2 quarters. The position peaked at $582K in Q1 2024. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Hennion & Walsh Asset Management reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 2,196 Coinbase shares in Q2 2024, an estimated $582K.
  • Hennion & Walsh Asset Management first reported a position in Coinbase in Q4 2023 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Coinbase position peaked at $582K in Q1 2024.
  • 912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.