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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
2023
Q2 		– Sell
-2,500
Closed -$1K – 763
2023
Q1 		$1K Buy
+2,500
New +$150K ﹤0.01% 630

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

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. 914 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.
  • 914 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.