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Schechter Investment Advisors’s Coinbase COIN Stock Holding History

Schechter Investment 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 		– Sell
-2,264
Closed -$503K – 680
2024
Q2 		$503K Buy
2,264
+11
+0.5% +$2.53K 0.04% 372
2024
Q1 		$597K Hold
2,253
– – 0.04% 348
2023
Q4 		$392K Buy
+2,253
New +$246K 0.03% 397
2022
Q2 		– Sell
-2,253
Closed -$428K – 967
2022
Q1 		$428K Hold
2,253
– – 0.04% 585
2021
Q4 		$569K Buy
+2,253
New +$655K 0.05% 471

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $154B AUM 29.96% 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

Schechter Investment Advisors's COIN Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Coinbase (COIN) in Q3 2024, closing a stake of 2,264 shares — an estimated $503K sold.

Schechter Investment Advisors first reported a position in COIN in Q4 2021 and held it in 5 quarters. The position peaked at $597K in Q1 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,264 Coinbase shares in Q3 2024, an estimated $503K.
  • Schechter Investment Advisors first reported a position in Coinbase in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Coinbase position peaked at $597K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.