SWA
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Sutton Wealth Advisors’s Coinbase COIN Stock Holding History

Sutton Wealth 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
2023
Q3 		$5.71K Hold
76
– – ﹤0.01% 566
2023
Q2 		$5.44K Buy
76
+60
+375% +$3.58K ﹤0.01% 549
2023
Q1 		$1.08K Buy
+16
New +$958 ﹤0.01% 720
2022
Q4 		– Sell
-18
Closed -$1.16K – 1668
2022
Q3 		$1.16K Hold
18
– – ﹤0.01% 1256
2022
Q2 		$846 Buy
+18
New +$1.71K ﹤0.01% 1331

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 $175B AUM 40.63% 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

Sutton Wealth Advisors's COIN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Coinbase (COIN) position steady in Q3 2023 at 76 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Sutton Wealth Advisors first reported a position in COIN in Q2 2022 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Sutton Wealth Advisors held 76 shares of Coinbase worth $5.71K as of Q3 2023.
  • Sutton Wealth Advisors left its Coinbase share count unchanged in Q3 2023.
  • Coinbase made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #566 holding.
  • Sutton Wealth Advisors first reported a position in Coinbase in Q2 2022 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.