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Source Financial Advisors’s Coinbase COIN Stock Holding History

Source Financial 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 		$285K Sell
1,600
-5
-0.3% -$1K 0.08% 100
2024
Q2 		$357K Buy
1,605
+5
+0.3% +$1.15K 0.11% 83
2024
Q1 		$424K Hold
1,600
– – 0.13% 78
2023
Q4 		$278K Buy
+1,600
New +$175K 0.09% 107

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

Source Financial Advisors's COIN Position: Q3 2024 in Review

Source Financial Advisors reduced its Coinbase (COIN) stake by 0.31% in Q3 2024, selling an estimated $1K and leaving 1,600 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #100.

Source Financial Advisors first reported a position in COIN in Q4 2023 and has held it in 4 quarters since. The position peaked at $424K in Q1 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Source Financial Advisors held 1,600 shares of Coinbase worth $285K as of Q3 2024.
  • Source Financial Advisors sold 5 Coinbase shares in Q3 2024, an estimated $1K.
  • Coinbase made up 0.08% of Source Financial Advisors's portfolio in Q3 2024, its #100 holding.
  • Source Financial Advisors first reported a position in Coinbase in Q4 2023 and has held it in 4 quarters since.
  • Source Financial Advisors's Coinbase position peaked at $424K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.