MHS
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M Holdings Securities’s Coinbase COIN Stock Holding History

M Holdings Securities’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
-1,937
Closed -$430K – 147
2024
Q2 		$430K Buy
+1,937
New +$446K 0.06% 184
2022
Q2 		– Sell
-1,272
Closed -$242K – 451
2022
Q1 		$242K Buy
+1,272
New +$249K 0.02% 443

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $154B AUM 29.96% 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

M Holdings Securities's COIN Position: Q3 2024 in Review

M Holdings Securities sold out of Coinbase (COIN) in Q3 2024, closing a stake of 1,937 shares — an estimated $430K sold.

M Holdings Securities first reported a position in COIN in Q1 2022 and held it in 2 quarters. The position peaked at $430K in Q2 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • M Holdings Securities reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,937 Coinbase shares in Q3 2024, an estimated $430K.
  • M Holdings Securities first reported a position in Coinbase in Q1 2022 and held it in 2 quarters.
  • M Holdings Securities's Coinbase position peaked at $430K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.