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Private Wealth Strategies’s Coinbase COIN Stock Holding History

Private Wealth Strategies’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 		– Sell
-1,613
Closed -$281K – 72
2023
Q4 		$281K Buy
+1,613
New +$176K 0.06% 58

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Strategies's COIN Position: Q1 2024 in Review

Private Wealth Strategies sold out of Coinbase (COIN) in Q1 2024, closing a stake of 1,613 shares — an estimated $281K sold.

Private Wealth Strategies first reported a position in COIN in Q4 2023 and held it in 1 quarter. The position peaked at $281K in Q4 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Private Wealth Strategies reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Strategies sold 1,613 Coinbase shares in Q1 2024, an estimated $281K.
  • Private Wealth Strategies first reported a position in Coinbase in Q4 2023 and held it in 1 quarter.
  • Private Wealth Strategies's Coinbase position peaked at $281K in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Private Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.