ERn Financial LLC’s Coinbase COIN Stock Holding History

ERn Financial LLC’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	-6,631	Closed	-$235K	–	171
2022 Q4	$235K	Buy	+6,631	New	+$349K	0.05%	162

Other funds holding COIN

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ERn Financial LLC's COIN Position: Q1 2023 in Review

ERn Financial LLC sold out of Coinbase (COIN) in Q1 2023, closing a stake of 6,631 shares — an estimated $235K sold.

ERn Financial LLC first reported a position in COIN in Q4 2022 and held it in 1 quarter. The position peaked at $235K in Q4 2022. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

ERn Financial LLC reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
ERn Financial LLC sold 6,631 Coinbase shares in Q1 2023, an estimated $235K.
ERn Financial LLC first reported a position in Coinbase in Q4 2022 and held it in 1 quarter.
ERn Financial LLC's Coinbase position peaked at $235K in Q4 2022.
614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on ERn Financial LLC's 13F filing for Q1 2023, filed 10 May 2023.