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Stonegate Investment Group’s Coinbase COIN Stock Holding History

Stonegate Investment 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
-8,945
Closed -$317K – 349
2022
Q4 		$317K Buy
+8,945
New +$471K 0.01% 240

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 $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
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 $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

Stonegate Investment Group's COIN Position: Q1 2023 in Review

Stonegate Investment Group sold out of Coinbase (COIN) in Q1 2023, closing a stake of 8,945 shares — an estimated $317K sold.

Stonegate Investment Group first reported a position in COIN in Q4 2022 and held it in 1 quarter. The position peaked at $317K in Q4 2022. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Stonegate Investment Group reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Stonegate Investment Group sold 8,945 Coinbase shares in Q1 2023, an estimated $317K.
  • Stonegate Investment Group first reported a position in Coinbase in Q4 2022 and held it in 1 quarter.
  • Stonegate Investment Group's Coinbase position peaked at $317K in Q4 2022.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Stonegate Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.