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Wolf Group Capital Advisors’s Coinbase COIN Stock Holding History

Wolf Group Capital 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
2025
Q1 		$734K Buy
+4,263
New +$1.03M 0.25% 97

Other funds holding COIN

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

Wolf Group Capital Advisors's COIN Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Coinbase (COIN) in Q1 2025: 4,263 shares worth $734K. The stake represents 0.25% of the portfolio and ranks #97 among its holdings.

998 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Wolf Group Capital Advisors held 4,263 shares of Coinbase worth $734K as of Q1 2025.
  • Coinbase was a new Wolf Group Capital Advisors position in Q1 2025.
  • Coinbase made up 0.25% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #97 holding.
  • 998 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.