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Sharp Financial Services’s Coinbase COIN Stock Holding History

Sharp Financial Services’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
-1,250
Closed -$278K – 98
2024
Q2 		$278K Buy
+1,250
New +$288K 0.24% 79

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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

Sharp Financial Services's COIN Position: Q3 2024 in Review

Sharp Financial Services sold out of Coinbase (COIN) in Q3 2024, closing a stake of 1,250 shares — an estimated $278K sold.

Sharp Financial Services first reported a position in COIN in Q2 2024 and held it in 1 quarter. The position peaked at $278K in Q2 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Sharp Financial Services reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Sharp Financial Services sold 1,250 Coinbase shares in Q3 2024, an estimated $278K.
  • Sharp Financial Services first reported a position in Coinbase in Q2 2024 and held it in 1 quarter.
  • Sharp Financial Services's Coinbase position peaked at $278K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Sharp Financial Services's 13F filing for Q3 2024, filed 4 Nov 2024.