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Key Client Fiduciary Advisors’s Coinbase COIN Stock Holding History

Key Client Fiduciary Advisors’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
-200
Closed -$14.3K – 172
2023
Q2 		$14.3K Buy
+200
New +$11.9K 0.01% 176

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

Key Client Fiduciary Advisors's COIN Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of Coinbase (COIN) in Q3 2023, closing a stake of 200 shares — an estimated $14.3K sold.

Key Client Fiduciary Advisors first reported a position in COIN in Q2 2023 and held it in 1 quarter. The position peaked at $14.3K in Q2 2023. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Key Client Fiduciary Advisors reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 200 Coinbase shares in Q3 2023, an estimated $14.3K.
  • Key Client Fiduciary Advisors first reported a position in Coinbase in Q2 2023 and held it in 1 quarter.
  • Key Client Fiduciary Advisors's Coinbase position peaked at $14.3K in Q2 2023.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.