HOWA
COIN icon

Heritage Oak Wealth Advisors’s Coinbase COIN Stock Holding History

Heritage Oak Wealth Advisors’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 		– Sell
-2,081
Closed -$462K – 158
2024
Q2 		$462K Buy
+2,081
New +$479K 0.23% 60

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 $154B AUM 29.96% 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

Heritage Oak Wealth Advisors's COIN Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Coinbase (COIN) in Q3 2024, closing a stake of 2,081 shares — an estimated $462K sold.

Heritage Oak Wealth Advisors first reported a position in COIN in Q2 2024 and held it in 1 quarter. The position peaked at $462K in Q2 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,081 Coinbase shares in Q3 2024, an estimated $462K.
  • Heritage Oak Wealth Advisors first reported a position in Coinbase in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Coinbase position peaked at $462K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.