Institutional & Family Asset Management’s Coinbase COIN Stock Holding History

Institutional & Family 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	$4.67K	Hold	21	–	–	﹤0.01%	507
2024 Q1	$5.57K	Hold	21	–	–	﹤0.01%	479
2023 Q4	$3.65K	Hold	21	–	–	﹤0.01%	520
2023 Q3	$1.58K	Hold	21	–	–	﹤0.01%	573
2023 Q2	$1.5K	Hold	21	–	–	﹤0.01%	591
2023 Q1	$1.42K	Hold	21	–	–	﹤0.01%	592
2022 Q4	$743	Hold	21	–	–	﹤0.01%	626
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	617
2022 Q2	$1K	Sell	21 -10	-32%	-$952	﹤0.01%	636
2022 Q1	$6K	Sell	31 -20	-39%	-$3.91K	﹤0.01%	519
2021 Q4	$13K	Sell	51 -47	-48%	-$13.7K	﹤0.01%	411
2021 Q3	$22K	Buy	98 +77	+367%	+$19K	﹤0.01%	443
2021 Q2	$5K	Buy	+21	New	+$5.45K	﹤0.01%	700

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Institutional & Family Asset Management's COIN Position: Q2 2024 in Review

Institutional & Family Asset Management held its Coinbase (COIN) position steady in Q2 2024 at 21 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Institutional & Family Asset Management first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $22K in Q3 2021. 913 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Institutional & Family Asset Management held 21 shares of Coinbase worth $4.67K as of Q2 2024.
Institutional & Family Asset Management left its Coinbase share count unchanged in Q2 2024.
Coinbase made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #507 holding.
Institutional & Family Asset Management first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
Institutional & Family Asset Management's Coinbase position peaked at $22K in Q3 2021.
913 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.