Oracle Alpha’s Coinbase COIN Stock Holding History

Oracle Alpha’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 Q1	$855K	Sell	3,226 -668	-17%	-$120K	1.53%	2
2023 Q4	$677K	Buy	+3,894	New	+$425K	0.88%	12

Other funds holding COIN

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oracle Alpha's COIN Position: Q1 2024 in Review

Oracle Alpha reduced its Coinbase (COIN) stake by 17% in Q1 2024, selling an estimated $120K and leaving 3,226 shares worth $855K. The position accounts for 1.53% of the portfolio, ranked #2.

Oracle Alpha first reported a position in COIN in Q4 2023 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

Oracle Alpha held 3,226 shares of Coinbase worth $855K as of Q1 2024.
Oracle Alpha sold 668 Coinbase shares in Q1 2024, an estimated $120K.
Coinbase made up 1.53% of Oracle Alpha's portfolio in Q1 2024, its #2 holding.
Oracle Alpha first reported a position in Coinbase in Q4 2023 and has held it in 2 quarters since.
922 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.