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Steward Financial Group’s Coinbase COIN Stock Holding History

Steward Financial 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
Q3 		$1K Buy
+25
New +$2.11K ﹤0.01% 1121
2023
Q1 		– Sell
-5
Closed – – 755
2022
Q4 		$0 Buy
+5
New +$263 ﹤0.01% 595
2022
Q3 		– Sell
-5
Closed – – 341
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1039
2022
Q1 		$0 Hold
5
– – ﹤0.01% 319
2021
Q4 		$1K Buy
+5
New +$1.45K ﹤0.01% 236

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's COIN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Coinbase (COIN) in Q3 2023: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in COIN as recently as Q4 2022.

Steward Financial Group first reported a position in COIN in Q4 2021 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Steward Financial Group held 25 shares of Coinbase worth $1K as of Q3 2023.
  • Coinbase was a new Steward Financial Group position in Q3 2023.
  • Coinbase made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1121 holding.
  • Steward Financial Group first reported a position in Coinbase in Q4 2021 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.