Sugarloaf Wealth Management’s Coinbase COIN Stock Holding History

Sugarloaf Wealth Management’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 Q4	$5.23K	Sell	21 -119	-85%	-$30.2K	﹤0.01%	570
2024 Q3	$24.9K	Hold	140	–	–	﹤0.01%	385
2024 Q2	$31.1K	Hold	140	–	–	0.01%	343
2024 Q1	$37.1K	Buy	140 +19	+16%	+$3.42K	0.01%	326
2023 Q4	$21K	Hold	121	–	–	0.01%	392
2023 Q3	$9.09K	Hold	121	–	–	﹤0.01%	475
2023 Q2	$8.66K	Hold	121	–	–	﹤0.01%	491
2023 Q1	$8.18K	Sell	121 -698	-85%	-$41.8K	﹤0.01%	495
2022 Q4	$29K	Buy	819 +288	+54%	+$15.2K	0.01%	363
2022 Q3	$35K	Buy	531 +66	+14%	+$4.61K	0.01%	345
2022 Q2	$22K	Buy	465 +350	+304%	+$33.3K	0.01%	403
2022 Q1	$22K	Buy	115 +81	+238%	+$15.8K	0.01%	391
2021 Q4	$9K	Buy	34 +4	+13%	+$1.16K	﹤0.01%	518
2021 Q3	$7K	Buy	30 +14	+88%	+$3.45K	﹤0.01%	554
2021 Q2	$4K	Buy	+16	New	+$4.15K	﹤0.01%	614

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Sugarloaf Wealth Management's COIN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Coinbase (COIN) stake by 85% in Q4 2024, selling an estimated $30.2K and leaving 21 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Sugarloaf Wealth Management first reported a position in COIN in Q2 2021 and has held it in 15 quarters since. The position peaked at $37.1K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Sugarloaf Wealth Management held 21 shares of Coinbase worth $5.23K as of Q4 2024.
Sugarloaf Wealth Management sold 119 Coinbase shares in Q4 2024, an estimated $30.2K.
Coinbase made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #570 holding.
Sugarloaf Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 15 quarters since.
Sugarloaf Wealth Management's Coinbase position peaked at $37.1K in Q1 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.