Tiedemann Advisors’s Coinbase COIN Stock Holding History

Tiedemann 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	$467K	Buy	6,224 +398	+7%	+$33.5K	0.02%	173
2023 Q2	$417K	Hold	5,826	–	–	0.02%	173
2023 Q1	$394K	Hold	5,826	–	–	0.02%	176
2022 Q4	$206K	Hold	5,826	–	–	0.01%	224
2022 Q3	$377K	Hold	5,826	–	–	0.02%	168
2022 Q2	$274K	Sell	5,826 -100	-2%	-$9.52K	0.02%	192
2022 Q1	$1.13M	Buy	5,926 +542	+10%	+$106K	0.06%	139
2021 Q4	$1.36M	Hold	5,384	–	–	0.07%	117
2021 Q3	$1.23M	Buy	+5,384	New	+$1.33M	0.07%	120

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiedemann Advisors's COIN Position: Q3 2023 in Review

Tiedemann Advisors increased its Coinbase (COIN) stake by 6.8% in Q3 2023, buying an estimated $33.5K and bringing the position to 6,224 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #173.

Tiedemann Advisors first reported a position in COIN in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2021. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

Tiedemann Advisors held 6,224 shares of Coinbase worth $467K as of Q3 2023.
Tiedemann Advisors bought 398 Coinbase shares in Q3 2023, an estimated $33.5K.
Coinbase made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #173 holding.
Tiedemann Advisors first reported a position in Coinbase in Q3 2021 and has held it in 9 quarters since.
Tiedemann Advisors's Coinbase position peaked at $1.36M in Q4 2021.
610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.