VF
COIN icon

VitalStone Financial’s Coinbase COIN Stock Holding History

VitalStone Financial’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
Q3 		$10.7K Hold
60
– – 0.01% 259
2024
Q2 		$13.3K Sell
60
-15
-20% -$3.45K 0.01% 250
2024
Q1 		$20K Sell
75
-10
-12% -$1.8K 0.02% 228
2023
Q4 		$15K Buy
85
+5
+6% +$546 0.01% 250
2023
Q3 		$7K Hold
80
– – 0.01% 262
2023
Q2 		$5K Sell
80
-108
-57% -$6.44K ﹤0.01% 714
2023
Q1 		$52K Buy
188
+108
+135% +$6.47K 0.04% 103
2022
Q4 		$3K Buy
+80
New +$4.21K ﹤0.01% 426

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

VitalStone Financial's COIN Position: Q3 2024 in Review

VitalStone Financial held its Coinbase (COIN) position steady in Q3 2024 at 60 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #259.

VitalStone Financial first reported a position in COIN in Q4 2022 and has held it in 8 quarters since. The position peaked at $52K in Q1 2023. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • VitalStone Financial held 60 shares of Coinbase worth $10.7K as of Q3 2024.
  • VitalStone Financial left its Coinbase share count unchanged in Q3 2024.
  • Coinbase made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #259 holding.
  • VitalStone Financial first reported a position in Coinbase in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Coinbase position peaked at $52K in Q1 2023.
  • 869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.