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Barber Financial Group’s Coinbase COIN Stock Holding History

Barber Financial Group’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
Q1 		– Sell
-6,027
Closed -$213K – 150
2022
Q4 		$213K Buy
+6,027
New +$318K 0.06% 127
2021
Q4 		– Sell
-2,507
Closed -$570K – 167
2021
Q3 		$570K Buy
2,507
+500
+25% +$123K 0.07% 86
2021
Q2 		$508K Buy
+2,007
New +$521K 0.07% 87

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Barber Financial Group's COIN Position: Q1 2023 in Review

Barber Financial Group sold out of Coinbase (COIN) in Q1 2023, closing a stake of 6,027 shares — an estimated $213K sold.

Barber Financial Group first reported a position in COIN in Q2 2021 and held it in 3 quarters. The position peaked at $570K in Q3 2021. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Barber Financial Group reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Barber Financial Group sold 6,027 Coinbase shares in Q1 2023, an estimated $213K.
  • Barber Financial Group first reported a position in Coinbase in Q2 2021 and held it in 3 quarters.
  • Barber Financial Group's Coinbase position peaked at $570K in Q3 2021.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.