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Kuhn & Co Investment Counsel’s Coinbase COIN Stock Holding History

Kuhn & Co Investment Counsel’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 		– Sell
-835
Closed -$221K – 126
2024
Q1 		$221K Buy
+835
New +$150K 0.21% 119

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
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

Kuhn & Co Investment Counsel's COIN Position: Q2 2024 in Review

Kuhn & Co Investment Counsel sold out of Coinbase (COIN) in Q2 2024, closing a stake of 835 shares — an estimated $221K sold.

Kuhn & Co Investment Counsel first reported a position in COIN in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 914 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Kuhn & Co Investment Counsel reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 835 Coinbase shares in Q2 2024, an estimated $221K.
  • Kuhn & Co Investment Counsel first reported a position in Coinbase in Q1 2024 and held it in 1 quarter.
  • Kuhn & Co Investment Counsel's Coinbase position peaked at $221K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.