RAG
COIN icon

RIA Advisory Group’s Coinbase COIN Stock Holding History

RIA Advisory 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 		$299K Buy
+1,128
New +$203K 0.12% 101

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

RIA Advisory Group's COIN Position: Q1 2024 in Review

RIA Advisory Group opened a new position in Coinbase (COIN) in Q1 2024: 1,128 shares worth $299K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

922 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • RIA Advisory Group held 1,128 shares of Coinbase worth $299K as of Q1 2024.
  • Coinbase was a new RIA Advisory Group position in Q1 2024.
  • Coinbase made up 0.12% of RIA Advisory Group's portfolio in Q1 2024, its #101 holding.
  • 922 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.