Wealthgate Family Office’s Coinbase COIN Stock Holding History

Wealthgate Family Office’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	$231K	Hold	1,298	–	–	0.64%	13
2024 Q2	$288K	Hold	1,298	–	–	0.71%	18
2024 Q1	$344K	Hold	1,298	–	–	0.89%	17
2023 Q4	$226K	Buy	+1,298	New	+$142K	0.63%	19
2022 Q2	–	Sell	-1,298	Closed	-$246K	–	23
2022 Q1	$246K	Hold	1,298	–	–	0.49%	18
2021 Q4	$328K	Sell	1,298 -2,113	-62%	-$614K	0.51%	21
2021 Q3	$776K	Buy	3,411 +2,113	+163%	+$520K	1.19%	13
2021 Q2	$329K	Buy	+1,298	New	+$337K	0.65%	12

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

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

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 $175B AUM 40.63% 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

Wealthgate Family Office's COIN Position: Q3 2024 in Review

Wealthgate Family Office held its Coinbase (COIN) position steady in Q3 2024 at 1,298 shares worth $231K. The position accounts for 0.64% of the portfolio, ranked #13.

Wealthgate Family Office first reported a position in COIN in Q2 2021 and has held it in 8 quarters since. The position peaked at $776K in Q3 2021. 869 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

Wealthgate Family Office held 1,298 shares of Coinbase worth $231K as of Q3 2024.
Wealthgate Family Office left its Coinbase share count unchanged in Q3 2024.
Coinbase made up 0.64% of Wealthgate Family Office's portfolio in Q3 2024, its #13 holding.
Wealthgate Family Office first reported a position in Coinbase in Q2 2021 and has held it in 8 quarters since.
Wealthgate Family Office's Coinbase position peaked at $776K in Q3 2021.
869 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.