KI
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Kapitalo Investimentos’s Coinbase COIN Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-5,882
Closed -$421K – 567
2023
Q2 		$421K Buy
+5,882
New +$351K 0.08% 125
2022
Q1 		– Sell
-200
Closed -$50.5K – 35
2021
Q4 		$50.5K Hold
200
– – 0.06% 32
2021
Q3 		$45.5K Buy
+200
New +$49.2K 0.02% 39

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's COIN Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Coinbase (COIN) in Q3 2023, closing a stake of 5,882 shares — an estimated $421K sold.

Kapitalo Investimentos first reported a position in COIN in Q3 2021 and held it in 3 quarters. The position peaked at $421K in Q2 2023. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,882 Coinbase shares in Q3 2023, an estimated $421K.
  • Kapitalo Investimentos first reported a position in Coinbase in Q3 2021 and held it in 3 quarters.
  • Kapitalo Investimentos's Coinbase position peaked at $421K in Q2 2023.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.