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Horan Securities’s Coinbase COIN Stock Holding History

Horan Securities’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
Q3 		– Sell
-60
Closed -$4.29K – 201
2023
Q2 		$4.29K Hold
60
– – ﹤0.01% 492
2023
Q1 		$4.05K Hold
60
– – ﹤0.01% 500
2022
Q4 		$2.12K Sell
60
-2
-3% -$105 ﹤0.01% 555
2022
Q3 		$4K Hold
62
– – ﹤0.01% 419
2022
Q2 		$4K Hold
62
– – ﹤0.01% 439
2022
Q1 		$12K Buy
62
+45
+265% +$8.79K 0.01% 300
2021
Q4 		$4K Buy
+17
New +$4.94K ﹤0.01% 397

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's COIN Position: Q3 2023 in Review

Horan Securities sold out of Coinbase (COIN) in Q3 2023, closing a stake of 60 shares — an estimated $4.29K sold.

Horan Securities first reported a position in COIN in Q4 2021 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

  • Horan Securities reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 60 Coinbase shares in Q3 2023, an estimated $4.29K.
  • Horan Securities first reported a position in Coinbase in Q4 2021 and held it in 7 quarters.
  • Horan Securities's Coinbase position peaked at $12K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.