WIM
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Waverton Investment Management’s Coinbase COIN Stock Holding History

Waverton Investment Management’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 		– Sell
-1,659
Closed -$369K – 100
2024
Q2 		$369K Hold
1,659
– – 0.01% 87
2024
Q1 		$440K Hold
1,659
– – 0.01% 83
2023
Q4 		$289K Buy
+1,659
New +$181K 0.01% 90

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

Waverton Investment Management's COIN Position: Q3 2024 in Review

Waverton Investment Management sold out of Coinbase (COIN) in Q3 2024, closing a stake of 1,659 shares — an estimated $369K sold.

Waverton Investment Management first reported a position in COIN in Q4 2023 and held it in 3 quarters. The position peaked at $440K in Q1 2024. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Waverton Investment Management reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Waverton Investment Management sold 1,659 Coinbase shares in Q3 2024, an estimated $369K.
  • Waverton Investment Management first reported a position in Coinbase in Q4 2023 and held it in 3 quarters.
  • Waverton Investment Management's Coinbase position peaked at $440K in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Waverton Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.