LSAG
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Lake Street Advisors Group’s Coinbase COIN Stock Holding History

Lake Street Advisors Group’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
Q3 		– Sell
-4,714
Closed -$1.05M – 650
2024
Q2 		$1.05M Sell
4,714
-39
-0.8% -$8.97K 0.05% 208
2024
Q1 		$1.26M Buy
+4,753
New +$855K 0.06% 193

Other funds holding COIN

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

Lake Street Advisors Group's COIN Position: Q3 2024 in Review

Lake Street Advisors Group sold out of Coinbase (COIN) in Q3 2024, closing a stake of 4,714 shares — an estimated $1.05M sold.

Lake Street Advisors Group first reported a position in COIN in Q1 2024 and held it in 2 quarters. The position peaked at $1.26M in Q1 2024. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Lake Street Advisors Group reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 4,714 Coinbase shares in Q3 2024, an estimated $1.05M.
  • Lake Street Advisors Group first reported a position in Coinbase in Q1 2024 and held it in 2 quarters.
  • Lake Street Advisors Group's Coinbase position peaked at $1.26M in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Lake Street Advisors Group's 13F filing for Q3 2024, filed 23 Oct 2024.