OWG
COIN icon

Oxford Wealth Group’s Coinbase COIN Stock Holding History

Oxford Wealth 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
Q4 		$408K Buy
+1,645
New +$418K 0.26% 48
2024
Q2 		– Sell
-773
Closed -$205K – 69
2024
Q1 		$205K Buy
+773
New +$139K 0.19% 56

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

Oxford Wealth Group's COIN Position: Q4 2024 in Review

Oxford Wealth Group opened a new position in Coinbase (COIN) in Q4 2024: 1,645 shares worth $408K. The stake represents 0.26% of the portfolio and ranks #48 among its holdings. This is a return to the name: Oxford Wealth Group previously reported a position in COIN as recently as Q1 2024.

Oxford Wealth Group first reported a position in COIN in Q1 2024 and has held it in 2 quarters since. 1,027 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Oxford Wealth Group held 1,645 shares of Coinbase worth $408K as of Q4 2024.
  • Coinbase was a new Oxford Wealth Group position in Q4 2024.
  • Coinbase made up 0.26% of Oxford Wealth Group's portfolio in Q4 2024, its #48 holding.
  • Oxford Wealth Group first reported a position in Coinbase in Q1 2024 and has held it in 2 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.