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Jamison Private Wealth Management’s Coinbase COIN Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-101
Closed -$18K – 254
2024
Q3 		$18K Hold
101
– – ﹤0.01% 310
2024
Q2 		$22.4K Hold
101
– – ﹤0.01% 289
2024
Q1 		$26.8K Buy
101
+40
+66% +$7.2K ﹤0.01% 282
2023
Q4 		$10.6K Hold
61
– – ﹤0.01% 303
2023
Q3 		$4.58K Buy
+61
New +$5.14K ﹤0.01% 328

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jamison Private Wealth Management's COIN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Coinbase (COIN) in Q4 2024, closing a stake of 101 shares — an estimated $18K sold.

Jamison Private Wealth Management first reported a position in COIN in Q3 2023 and held it in 5 quarters. The position peaked at $26.8K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 101 Coinbase shares in Q4 2024, an estimated $18K.
  • Jamison Private Wealth Management first reported a position in Coinbase in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Coinbase position peaked at $26.8K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.