Olistico Wealth’s Coinbase COIN Stock Holding History

Olistico Wealth’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	-50	Closed	-$8.91K	–	313
2024 Q3	$8.91K	Hold	50	–	–	0.01%	252
2024 Q2	$11.1K	Buy	+50	New	+$11.5K	0.01%	241

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Olistico Wealth's COIN Position: Q4 2024 in Review

Olistico Wealth sold out of Coinbase (COIN) in Q4 2024, closing a stake of 50 shares — an estimated $8.91K sold.

Olistico Wealth first reported a position in COIN in Q2 2024 and held it in 2 quarters. The position peaked at $11.1K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Olistico Wealth reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
Olistico Wealth sold 50 Coinbase shares in Q4 2024, an estimated $8.91K.
Olistico Wealth first reported a position in Coinbase in Q2 2024 and held it in 2 quarters.
Olistico Wealth's Coinbase position peaked at $11.1K in Q2 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Olistico Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.