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WealthPLAN Partners’s Coinbase COIN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-238
Closed -$17K – 459
2023
Q2 		$17K Buy
238
+23
+11% +$1.37K ﹤0.01% 710
2023
Q1 		$14.5K Buy
+215
New +$12.9K ﹤0.01% 782
2022
Q1 		$362K Buy
+3,208
New +$627K 0.03% 292

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's COIN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Coinbase (COIN) in Q3 2023, closing a stake of 238 shares — an estimated $17K sold.

WealthPLAN Partners first reported a position in COIN in Q1 2022 and held it in 3 quarters. The position peaked at $362K in Q1 2022. 609 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 238 Coinbase shares in Q3 2023, an estimated $17K.
  • WealthPLAN Partners first reported a position in Coinbase in Q1 2022 and held it in 3 quarters.
  • WealthPLAN Partners's Coinbase position peaked at $362K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.