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Whitford Management’s Coinbase COIN Stock Holding History

Whitford 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
2023
Q4 		– Sell
-5,217
Closed -$392K – 24
2023
Q3 		$392K Sell
5,217
-13,452
-72% -$1.13M 0.51% 6
2023
Q2 		$1.34M Hold
18,669
– – 1.64% 4
2023
Q1 		$1.26M Buy
+18,669
New +$1.12M 1.6% 5

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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Whitford Management's COIN Position: Q4 2023 in Review

Whitford Management sold out of Coinbase (COIN) in Q4 2023, closing a stake of 5,217 shares — an estimated $392K sold.

Whitford Management first reported a position in COIN in Q1 2023 and held it in 3 quarters. The position peaked at $1.34M in Q2 2023. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • Whitford Management reported no remaining Coinbase position as of Q4 2023 after selling out during the quarter.
  • Whitford Management sold 5,217 Coinbase shares in Q4 2023, an estimated $392K.
  • Whitford Management first reported a position in Coinbase in Q1 2023 and held it in 3 quarters.
  • Whitford Management's Coinbase position peaked at $1.34M in Q2 2023.
  • 825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Whitford Management's 13F filing for Q4 2023, filed 14 Feb 2024.