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Masso Torrence Wealth Management’s Coinbase COIN Stock Holding History

Masso Torrence Wealth Management’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
Q4 		– Sell
-1,309
Closed -$233K – 101
2024
Q3 		$233K Buy
+1,309
New +$262K 0.13% 85
2024
Q1 		– Sell
-1,739
Closed -$302K – 95
2023
Q4 		$302K Buy
+1,739
New +$190K 0.21% 66
2022
Q1 		– Sell
-1,241
Closed -$313K – 127
2021
Q4 		$313K Buy
+1,241
New +$361K 0.22% 72

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Masso Torrence Wealth Management's COIN Position: Q4 2024 in Review

Masso Torrence Wealth Management sold out of Coinbase (COIN) in Q4 2024, closing a stake of 1,309 shares — an estimated $233K sold.

Masso Torrence Wealth Management first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Masso Torrence Wealth Management reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,309 Coinbase shares in Q4 2024, an estimated $233K.
  • Masso Torrence Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Masso Torrence Wealth Management's Coinbase position peaked at $313K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.