Waypoint Wealth Counsel’s Coinbase COIN Stock Holding History

Waypoint Wealth Counsel’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 Q2	–	Sell	-779	Closed	-$207K	–	90
2024 Q1	$207K	Buy	+779	New	+$140K	0.16%	91

Other funds holding COIN

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Waypoint Wealth Counsel's COIN Position: Q2 2024 in Review

Waypoint Wealth Counsel sold out of Coinbase (COIN) in Q2 2024, closing a stake of 779 shares — an estimated $207K sold.

Waypoint Wealth Counsel first reported a position in COIN in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 913 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Waypoint Wealth Counsel reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
Waypoint Wealth Counsel sold 779 Coinbase shares in Q2 2024, an estimated $207K.
Waypoint Wealth Counsel first reported a position in Coinbase in Q1 2024 and held it in 1 quarter.
Waypoint Wealth Counsel's Coinbase position peaked at $207K in Q1 2024.
913 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2024, filed 19 Jul 2024.