RJFSA
COIN icon

Raymond James Financial Services Advisors’s Coinbase COIN Stock Holding History

Raymond James Financial Services Advisors’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 		$7.49M Sell
42,038
-1,908
-4% -$382K 0.01% 1011
2024
Q2 		$9.77M Sell
43,946
-6,979
-14% -$1.61M 0.01% 847
2024
Q1 		$13.5M Buy
50,925
+7,928
+18% +$1.43M 0.02% 673
2023
Q4 		$7.48M Buy
42,997
+2,594
+6% +$283K 0.01% 885
2023
Q3 		$3.03M Buy
40,403
+1,850
+5% +$156K 0.01% 1274
2023
Q2 		$2.76M Buy
38,553
+3,531
+10% +$211K ﹤0.01% 1341
2023
Q1 		$2.37M Buy
35,022
+5,845
+20% +$350K ﹤0.01% 1388
2022
Q4 		$1.03M Sell
29,177
-6,011
-17% -$317K ﹤0.01% 1822
2022
Q3 		$2.27M Buy
35,188
+2,144
+6% +$150K 0.01% 1359
2022
Q2 		$1.55M Sell
33,044
-26,933
-45% -$2.56M ﹤0.01% 1587
2022
Q1 		$11.4M Buy
59,977
+27,659
+86% +$5.4M 0.02% 636
2021
Q4 		$8.16M Buy
32,318
+1,393
+5% +$405K 0.02% 776
2021
Q3 		$7.04M Buy
30,925
+142
+0.5% +$35K 0.01% 800
2021
Q2 		$7.8M Buy
+30,783
New +$7.99M 0.02% 766

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $175B AUM 40.63% 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

Raymond James Financial Services Advisors's COIN Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Coinbase (COIN) stake by 4.3% in Q3 2024, selling an estimated $382K and leaving 42,038 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #1011.

Raymond James Financial Services Advisors first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $13.5M in Q1 2024. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Raymond James Financial Services Advisors held 42,038 shares of Coinbase worth $7.49M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,908 Coinbase shares in Q3 2024, an estimated $382K.
  • Coinbase made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1011 holding.
  • Raymond James Financial Services Advisors first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's Coinbase position peaked at $13.5M in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.