RG
COIN icon

Retirement Group’s Coinbase COIN Stock Holding History

Retirement 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
Q1 		$187K Buy
705
+345
+96% +$62.1K 0.07% 115
2023
Q4 		$62.6K Buy
+360
New +$39.3K 0.03% 196
2022
Q4 		– Sell
-10
Closed -$1K – 649
2022
Q3 		$1K Sell
10
-23
-70% -$1.61K ﹤0.01% 431
2022
Q2 		$2K Buy
33
+4
+14% +$381 ﹤0.01% 611
2022
Q1 		$6K Buy
29
+2
+7% +$391 ﹤0.01% 523
2021
Q4 		$7K Buy
27
+2
+8% +$582 ﹤0.01% 480
2021
Q3 		$6K Sell
25
-13
-34% -$3.2K ﹤0.01% 426
2021
Q2 		$10K Buy
+38
New +$9.87K ﹤0.01% 408

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

Retirement Group's COIN Position: Q1 2024 in Review

Retirement Group increased its Coinbase (COIN) stake by 96% in Q1 2024, buying an estimated $62.1K and bringing the position to 705 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #115.

Retirement Group first reported a position in COIN in Q2 2021 and has held it in 8 quarters since. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Retirement Group held 705 shares of Coinbase worth $187K as of Q1 2024.
  • Retirement Group bought 345 Coinbase shares in Q1 2024, an estimated $62.1K.
  • Coinbase made up 0.07% of Retirement Group's portfolio in Q1 2024, its #115 holding.
  • Retirement Group first reported a position in Coinbase in Q2 2021 and has held it in 8 quarters since.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.