EIM
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Essex Investment Management’s Coinbase COIN Stock Holding History

Essex Investment 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
Q2 		– Sell
-15,000
Closed -$1.01M – 379
2023
Q1 		$1.01M Buy
+15,000
New +$898K 0.15% 194
2022
Q3 		– Sell
-487
Closed -$23K – 414
2022
Q2 		$23K Sell
487
-8,332
-94% -$793K ﹤0.01% 350
2022
Q1 		$1.67M Sell
8,819
-468
-5% -$91.4K 0.21% 147
2021
Q4 		$2.34M Buy
9,287
+5,100
+122% +$1.48M 0.27% 121
2021
Q3 		$952K Buy
4,187
+3,700
+760% +$911K 0.12% 226
2021
Q2 		$123K Buy
+487
New +$126K 0.01% 332

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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essex Investment Management's COIN Position: Q2 2023 in Review

Essex Investment Management sold out of Coinbase (COIN) in Q2 2023, closing a stake of 15,000 shares — an estimated $1.01M sold.

Essex Investment Management first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $2.34M in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Essex Investment Management reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 15,000 Coinbase shares in Q2 2023, an estimated $1.01M.
  • Essex Investment Management first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
  • Essex Investment Management's Coinbase position peaked at $2.34M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.