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WR Wealth Planners’s Coinbase COIN Stock Holding History

WR Wealth Planners’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
Q4 		$21.1K Buy
85
+47
+124% +$11.9K 0.01% 450
2024
Q3 		$6.77K Sell
38
-1
-3% -$200 ﹤0.01% 691
2024
Q2 		$8.67K Buy
39
+12
+44% +$2.76K ﹤0.01% 622
2024
Q1 		$7.16K Buy
+27
New +$4.86K ﹤0.01% 659
2023
Q4 		– Sell
-22
Closed -$1.65K – 311
2023
Q3 		$1.65K Sell
22
-32
-59% -$2.7K ﹤0.01% 795
2023
Q2 		$3.86K Hold
54
– – ﹤0.01% 712
2023
Q1 		$3.65K Sell
54
-5
-8% -$299 ﹤0.01% 723
2022
Q4 		$2.09K Hold
59
– – ﹤0.01% 390
2022
Q3 		$3.81K Sell
59
-4
-6% -$279 ﹤0.01% 339
2022
Q2 		$2.96K Hold
63
– – ﹤0.01% 392
2022
Q1 		$12K Buy
+63
New +$12.3K 0.01% 277

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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 $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's COIN Position: Q4 2024 in Review

WR Wealth Planners increased its Coinbase (COIN) stake by 124% in Q4 2024, buying an estimated $11.9K and bringing the position to 85 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #450.

WR Wealth Planners first reported a position in COIN in Q1 2022 and has held it in 11 quarters since. 1,027 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • WR Wealth Planners held 85 shares of Coinbase worth $21.1K as of Q4 2024.
  • WR Wealth Planners bought 47 Coinbase shares in Q4 2024, an estimated $11.9K.
  • Coinbase made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #450 holding.
  • WR Wealth Planners first reported a position in Coinbase in Q1 2022 and has held it in 11 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.