Watts Gwilliam & Co’s Coinbase COIN Stock Holding History

Watts Gwilliam & Co’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 Q4	–	Sell	-10,598	Closed	-$1.78M	–	215
2024 Q3	$1.78M	Buy	+10,598	New	+$2.12M	0.39%	51

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Watts Gwilliam & Co's COIN Position: Q4 2024 in Review

Watts Gwilliam & Co sold out of Coinbase (COIN) in Q4 2024, closing a stake of 10,598 shares — an estimated $1.78M sold.

Watts Gwilliam & Co first reported a position in COIN in Q3 2024 and held it in 1 quarter. The position peaked at $1.78M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

Watts Gwilliam & Co reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
Watts Gwilliam & Co sold 10,598 Coinbase shares in Q4 2024, an estimated $1.78M.
Watts Gwilliam & Co first reported a position in Coinbase in Q3 2024 and held it in 1 quarter.
Watts Gwilliam & Co's Coinbase position peaked at $1.78M in Q3 2024.
1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on Watts Gwilliam & Co's 13F filing for Q4 2024, filed 10 Jan 2025.