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IIA
IPG Investment Advisors’s
Coinbase
COIN
Stock Holding History
IPG Investment Advisors’s Portfolio
COIN Stock Details
COIN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-3,544
Closed
-$801K
–
251
2025
Q4
$801K
Buy
3,544
+1,663
+88%
+$496K
0.14%
112
2025
Q3
$635K
Sell
1,881
-2,111
-53%
-$716K
0.11%
112
2025
Q2
$1.4M
Buy
3,992
+2,020
+102%
+$472K
0.27%
65
2025
Q1
$340K
Sell
1,972
-289
-13%
-$70K
0.08%
123
2024
Q4
$561K
Buy
2,261
+45
+2%
+$11.4K
0.13%
94
2024
Q3
$395K
Buy
2,216
+330
+17%
+$66.1K
0.09%
115
2024
Q2
$419K
Buy
1,886
+204
+12%
+$46.9K
0.09%
102
2024
Q1
$446K
Sell
1,682
-953
-36%
-$172K
0.1%
102
2023
Q4
$458K
Buy
+2,635
New
+$288K
0.09%
116
2023
Q2
–
Sell
-7,798
Closed
-$527K
–
176
2023
Q1
$527K
Buy
+7,798
New
+$467K
0.12%
88
2022
Q3
–
Sell
-5,204
Closed
-$245K
–
151
2022
Q2
$245K
Sell
5,204
-5,115
-50%
-$487K
0.06%
127
2022
Q1
$1.96M
Buy
10,319
+1,649
+19%
+$322K
0.37%
45
2021
Q4
$2.19M
Buy
8,670
+2,901
+50%
+$843K
0.4%
47
2021
Q3
$1.31M
Buy
5,769
+2,926
+103%
+$720K
0.42%
43
2021
Q2
$720K
Buy
+2,843
New
+$738K
0.21%
67
Other funds holding COIN
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PO
Paradigm Operations
San Francisco, California
$954M AUM
20.29%
1-Year Est. Return
CS
Clear Street
New York
$17.8B AUM
56.26%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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