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IBEX Wealth Advisors’s Coinbase COIN Stock Holding History

IBEX 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
-30
Closed -$6.67K – 107
2024
Q2 		$6.67K Buy
+30
New +$6.9K ﹤0.01% 243
2021
Q4 		– Sell
-30
Closed -$7K – 233
2021
Q3 		$7K Buy
+30
New +$7.38K ﹤0.01% 372

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

IBEX Wealth Advisors's COIN Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Coinbase (COIN) in Q3 2024, closing a stake of 30 shares — an estimated $6.67K sold.

IBEX Wealth Advisors first reported a position in COIN in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 30 Coinbase shares in Q3 2024, an estimated $6.67K.
  • IBEX Wealth Advisors first reported a position in Coinbase in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's Coinbase position peaked at $7K in Q3 2021.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.