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Iron Horse Wealth Management’s Coinbase COIN Stock Holding History

Iron Horse Wealth 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
Q1 		– Sell
-16
Closed -$1K – 364
2022
Q4 		$1K Buy
+16
New +$843 ﹤0.01% 213
2022
Q3 		– Sell
-16
Closed -$1K – 167
2022
Q2 		$1K Buy
+16
New +$1.52K ﹤0.01% 215
2022
Q1 		– Sell
-15
Closed -$4K – 222
2021
Q4 		$4K Buy
+15
New +$4.36K ﹤0.01% 152

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Morgan Stanley
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
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

Iron Horse Wealth Management's COIN Position: Q1 2023 in Review

Iron Horse Wealth Management sold out of Coinbase (COIN) in Q1 2023, closing a stake of 16 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Iron Horse Wealth Management reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 16 Coinbase shares in Q1 2023, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Iron Horse Wealth Management's Coinbase position peaked at $4K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Iron Horse Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.