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Ritter Daniher Financial Advisory’s Coinbase COIN Stock Holding History

Ritter Daniher Financial Advisory’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
2023
Q4 		– Sell
-107
Closed -$8.03K – 350
2023
Q3 		$8.03K Buy
107
+7
+7% +$590 ﹤0.01% 244
2023
Q2 		$7.16K Hold
100
– – ﹤0.01% 236
2023
Q1 		$6.76K Hold
100
– – ﹤0.01% 223
2022
Q4 		$3.54K Buy
+100
New +$5.27K ﹤0.01% 230
2022
Q2 		– Sell
-15
Closed -$3K – 246
2022
Q1 		$3K Hold
15
– – ﹤0.01% 207
2021
Q4 		$4K Hold
15
– – ﹤0.01% 195
2021
Q3 		$3K Hold
15
– – ﹤0.01% 191
2021
Q2 		$4K Buy
+15
New +$3.89K ﹤0.01% 178

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ritter Daniher Financial Advisory's COIN Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Coinbase (COIN) in Q4 2023, closing a stake of 107 shares — an estimated $8.03K sold.

Ritter Daniher Financial Advisory first reported a position in COIN in Q2 2021 and held it in 8 quarters. The position peaked at $8.03K in Q3 2023. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • Ritter Daniher Financial Advisory reported no remaining Coinbase position as of Q4 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 107 Coinbase shares in Q4 2023, an estimated $8.03K.
  • Ritter Daniher Financial Advisory first reported a position in Coinbase in Q2 2021 and held it in 8 quarters.
  • Ritter Daniher Financial Advisory's Coinbase position peaked at $8.03K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.