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Tilia Fiduciary Partners’s Coinbase COIN Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-186
Closed -$13.3K – 168
2023
Q2 		$13.3K Sell
186
-210
-53% -$12.5K 0.01% 350
2023
Q1 		$26.8K Sell
396
-39
-9% -$2.33K 0.03% 268
2022
Q4 		$15.4K Sell
435
-184
-30% -$9.7K 0.01% 319
2022
Q3 		$43K Sell
619
-136
-18% -$9.5K 0.04% 212
2022
Q2 		$41K Sell
755
-250
-25% -$23.8K 0.04% 223
2022
Q1 		$191K Buy
1,005
+11
+1% +$2.15K 0.16% 103
2021
Q4 		$251K Buy
+994
New +$289K 0.2% 94

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Tilia Fiduciary Partners's COIN Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Coinbase (COIN) in Q3 2023, closing a stake of 186 shares — an estimated $13.3K sold.

Tilia Fiduciary Partners first reported a position in COIN in Q4 2021 and held it in 7 quarters. The position peaked at $251K in Q4 2021. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 186 Coinbase shares in Q3 2023, an estimated $13.3K.
  • Tilia Fiduciary Partners first reported a position in Coinbase in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Coinbase position peaked at $251K in Q4 2021.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.