Janiczek Wealth Management’s Coinbase COIN Stock Holding History

Janiczek 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 Q2	$889	Hold	4	–	–	﹤0.01%	942
2024 Q1	$1.06K	Sell	4 -50	-93%	-$9K	﹤0.01%	937
2023 Q4	$9.39K	Sell	54 -10	-16%	-$1.09K	﹤0.01%	671
2023 Q3	$4.81K	Sell	64 -13	-17%	-$1.1K	﹤0.01%	729
2023 Q2	$5.51K	Hold	77	–	–	﹤0.01%	642
2023 Q1	$5.38K	Hold	77	–	–	﹤0.01%	655
2022 Q4	$3.66K	Sell	77 -20	-21%	-$1.05K	﹤0.01%	704
2022 Q3	$7K	Hold	97	–	–	﹤0.01%	600
2022 Q2	$6K	Sell	97 -10	-9%	-$952	﹤0.01%	632
2022 Q1	$20K	Hold	107	–	–	0.01%	451
2021 Q4	$27K	Hold	107	–	–	0.01%	431
2021 Q3	$24K	Hold	107	–	–	0.01%	420
2021 Q2	$27K	Buy	+107	New	+$27.8K	0.01%	368

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 $154B AUM 29.96% 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

Janiczek Wealth Management's COIN Position: Q2 2024 in Review

Janiczek Wealth Management held its Coinbase (COIN) position steady in Q2 2024 at 4 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Janiczek Wealth Management first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $27K in Q4 2021. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Janiczek Wealth Management held 4 shares of Coinbase worth $889 as of Q2 2024.
Janiczek Wealth Management left its Coinbase share count unchanged in Q2 2024.
Coinbase made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #942 holding.
Janiczek Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's Coinbase position peaked at $27K in Q4 2021.
912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.