R Squared’s Coinbase COIN Stock Holding History

R Squared’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
2025 Q1	–	Sell	-400	Closed	-$99.3K	–	553
2024 Q4	$99.3K	Buy	+400	New	+$102K	0.1%	262

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

NAMA

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

R Squared's COIN Position: Q1 2025 in Review

R Squared sold out of Coinbase (COIN) in Q1 2025, closing a stake of 400 shares — an estimated $99.3K sold.

R Squared first reported a position in COIN in Q4 2024 and held it in 1 quarter. The position peaked at $99.3K in Q4 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

R Squared reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
R Squared sold 400 Coinbase shares in Q1 2025, an estimated $99.3K.
R Squared first reported a position in Coinbase in Q4 2024 and held it in 1 quarter.
R Squared's Coinbase position peaked at $99.3K in Q4 2024.
996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.