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Sage Private Wealth Group’s Coinbase COIN Stock Holding History

Sage Private Wealth 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
2023
Q1 		– Sell
-43,243
Closed -$1.53M – 48
2022
Q4 		$1.53M Sell
43,243
-3,646
-8% -$192K 1.82% 10
2022
Q3 		$3.02M Buy
46,889
+7,408
+19% +$517K 3.99% 7
2022
Q2 		$1.86M Sell
39,481
-491
-1% -$46.7K 2.67% 6
2022
Q1 		$7.59M Buy
+39,972
New +$7.81M 7.38% 4

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Sage Private Wealth Group's COIN Position: Q1 2023 in Review

Sage Private Wealth Group sold out of Coinbase (COIN) in Q1 2023, closing a stake of 43,243 shares — an estimated $1.53M sold.

Sage Private Wealth Group first reported a position in COIN in Q1 2022 and held it in 4 quarters. The position peaked at $7.59M in Q1 2022. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Sage Private Wealth Group reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Sage Private Wealth Group sold 43,243 Coinbase shares in Q1 2023, an estimated $1.53M.
  • Sage Private Wealth Group first reported a position in Coinbase in Q1 2022 and held it in 4 quarters.
  • Sage Private Wealth Group's Coinbase position peaked at $7.59M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Sage Private Wealth Group's 13F filing for Q1 2023, filed 29 Jan 2025.