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TFO Wealth Partners’s Coinbase COIN Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-6
Closed -$1.04K – 827
2023
Q4 		$1.04K Hold
6
– – ﹤0.01% 191
2023
Q3 		$429 Buy
+6
New +$506 ﹤0.01% 505
2021
Q3 		– Sell
-19
Closed -$5K – 152
2021
Q2 		$5K Buy
+19
New +$4.93K ﹤0.01% 85

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's COIN Position: Q1 2024 in Review

TFO Wealth Partners sold out of Coinbase (COIN) in Q1 2024, closing a stake of 6 shares — an estimated $1.04K sold.

TFO Wealth Partners first reported a position in COIN in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • TFO Wealth Partners reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Coinbase shares in Q1 2024, an estimated $1.04K.
  • TFO Wealth Partners first reported a position in Coinbase in Q2 2021 and held it in 3 quarters.
  • TFO Wealth Partners's Coinbase position peaked at $5K in Q2 2021.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.