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Prio Wealth Limited Partnership’s Coinbase COIN Stock Holding History

Prio Wealth Limited Partnership’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 		$276K Hold
1,550
– – 0.01% 229
2024
Q2 		$344K Hold
1,550
– – 0.01% 214
2024
Q1 		$411K Hold
1,550
– – 0.01% 204
2023
Q4 		$270K Buy
+1,550
New +$169K 0.01% 226

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

Prio Wealth Limited Partnership's COIN Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Coinbase (COIN) position steady in Q3 2024 at 1,550 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #229.

Prio Wealth Limited Partnership first reported a position in COIN in Q4 2023 and has held it in 4 quarters since. The position peaked at $411K in Q1 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Prio Wealth Limited Partnership held 1,550 shares of Coinbase worth $276K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Coinbase share count unchanged in Q3 2024.
  • Coinbase made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #229 holding.
  • Prio Wealth Limited Partnership first reported a position in Coinbase in Q4 2023 and has held it in 4 quarters since.
  • Prio Wealth Limited Partnership's Coinbase position peaked at $411K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.