Strategic Wealth Investment Group’s Coinbase COIN Stock Holding History

Strategic Wealth 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 Q4	$2.14M	Sell	12,277 -1,105	-8%	-$121K	0.32%	50
2023 Q3	$1M	Sell	13,382 -717	-5%	-$60.4K	0.18%	57
2023 Q2	$1.01M	Buy	14,099 +4,196	+42%	+$250K	0.16%	71
2023 Q1	$669K	Buy	9,903 +914	+10%	+$54.7K	0.12%	78
2022 Q4	$451K	Buy	8,989 +1,660	+23%	+$87.5K	0.1%	74
2022 Q3	$473K	Buy	7,329 +1,629	+29%	+$114K	0.14%	68
2022 Q2	$268K	Buy	+5,700	New	+$542K	0.07%	113

Other funds holding COIN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Wealth Investment Group's COIN Position: Q4 2023 in Review

Strategic Wealth Investment Group reduced its Coinbase (COIN) stake by 8.3% in Q4 2023, selling an estimated $121K and leaving 12,277 shares worth $2.14M. The position accounts for 0.32% of the portfolio, ranked #50.

Strategic Wealth Investment Group first reported a position in COIN in Q2 2022 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

Strategic Wealth Investment Group held 12,277 shares of Coinbase worth $2.14M as of Q4 2023.
Strategic Wealth Investment Group sold 1,105 Coinbase shares in Q4 2023, an estimated $121K.
Coinbase made up 0.32% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #50 holding.
Strategic Wealth Investment Group first reported a position in Coinbase in Q2 2022 and has held it in 7 quarters since.
825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.