HGERS
COIN icon

Householder Group Estate & Retirement Specialist’s Coinbase COIN Stock Holding History

Householder Group Estate & Retirement Specialist’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
-8
Closed -$2.12K – 1220
2024
Q1 		$2.12K Hold
8
– – ﹤0.01% 1045
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1051
2023
Q3 		$601 Buy
+8
New +$674 ﹤0.01% 1178
2023
Q1 		$76K Buy
1,121
+200
+22% +$12K 0.03% 357
2022
Q4 		$32K Buy
921
+379
+70% +$20K 0.05% 139
2022
Q3 		$34K Buy
+542
New +$37.8K 0.01% 470

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 $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Householder Group Estate & Retirement Specialist's COIN Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Coinbase (COIN) in Q2 2024, closing a stake of 8 shares — an estimated $2.12K sold.

Householder Group Estate & Retirement Specialist first reported a position in COIN in Q3 2022 and held it in 6 quarters. The position peaked at $76K in Q1 2023. 914 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 8 Coinbase shares in Q2 2024, an estimated $2.12K.
  • Householder Group Estate & Retirement Specialist first reported a position in Coinbase in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Coinbase position peaked at $76K in Q1 2023.
  • 914 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.