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Knollwood Investment Advisory’s Coinbase COIN Stock Holding History

Knollwood Investment Advisory’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
-15,089
Closed -$1.08M – 85
2023
Q2 		$1.08M Hold
15,089
– – 0.36% 74
2023
Q1 		$1.02M Hold
15,089
– – 0.2% 78
2022
Q4 		$534K Buy
+15,089
New +$795K 0.21% 91

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 $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's COIN Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of Coinbase (COIN) in Q3 2023, closing a stake of 15,089 shares — an estimated $1.08M sold.

Knollwood Investment Advisory first reported a position in COIN in Q4 2022 and held it in 3 quarters. The position peaked at $1.08M in Q2 2023. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Knollwood Investment Advisory reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 15,089 Coinbase shares in Q3 2023, an estimated $1.08M.
  • Knollwood Investment Advisory first reported a position in Coinbase in Q4 2022 and held it in 3 quarters.
  • Knollwood Investment Advisory's Coinbase position peaked at $1.08M in Q2 2023.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.