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Wetzel Investment Advisors’s Coinbase COIN Stock Holding History

Wetzel Investment Advisors’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
-75
Closed -$19.9K – 261
2024
Q2 		$19.9K Hold
75
– – 0.01% 343
2024
Q1 		$16.4K Hold
75
– – 0.01% 414
2023
Q4 		$13K Buy
+75
New +$8.19K 0.01% 452

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 $154B AUM 29.96% 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

Wetzel Investment Advisors's COIN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Coinbase (COIN) in Q3 2024, closing a stake of 75 shares — an estimated $19.9K sold.

Wetzel Investment Advisors first reported a position in COIN in Q4 2023 and held it in 3 quarters. The position peaked at $19.9K in Q2 2024. 868 funds tracked by Wall St. Rank hold COIN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Coinbase position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 75 Coinbase shares in Q3 2024, an estimated $19.9K.
  • Wetzel Investment Advisors first reported a position in Coinbase in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Coinbase position peaked at $19.9K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Coinbase as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.