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Warren Street Wealth Advisors’s Coinbase COIN Stock Holding History

Warren Street 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
2022
Q1 		– Sell
-1,400
Closed -$353K – 59
2021
Q4 		$353K Buy
+1,400
New +$407K 0.33% 38

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Warren Street Wealth Advisors's COIN Position: Q4 2024 in Review

Warren Street Wealth Advisors sold out of Coinbase (COIN) in Q4 2024, closing a stake of 1,646 shares — an estimated $293K sold.

Warren Street Wealth Advisors first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $339K in Q2 2024. 1,028 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • Warren Street Wealth Advisors reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 1,646 Coinbase shares in Q4 2024, an estimated $293K.
  • Warren Street Wealth Advisors first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Warren Street Wealth Advisors's Coinbase position peaked at $339K in Q2 2024.
  • 1,028 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.