LF
COIN icon

Lee Financial’s Coinbase COIN Stock Holding History

Lee Financial’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
Q1 		– Sell
-41
Closed -$7.13K – 287
2023
Q4 		$7.13K Buy
41
+23
+128% +$2.51K ﹤0.01% 486
2023
Q3 		$1.35K Hold
18
– – ﹤0.01% 753
2023
Q2 		$1.29K Hold
18
– – ﹤0.01% 711
2023
Q1 		$1.22K Hold
18
– – ﹤0.01% 725
2022
Q4 		$637 Hold
18
– – ﹤0.01% 798
2022
Q3 		$1K Sell
18
-77
-81% -$5.38K ﹤0.01% 743
2022
Q2 		$5K Hold
95
– – ﹤0.01% 550
2022
Q1 		$18K Buy
95
+12
+14% +$2.35K ﹤0.01% 352
2021
Q4 		$21K Hold
83
– – ﹤0.01% 363
2021
Q3 		$19K Buy
83
+24
+41% +$5.91K ﹤0.01% 336
2021
Q2 		$15K Buy
+59
New +$15.3K ﹤0.01% 353

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's COIN Position: Q1 2024 in Review

Lee Financial sold out of Coinbase (COIN) in Q1 2024, closing a stake of 41 shares — an estimated $7.13K sold.

Lee Financial first reported a position in COIN in Q2 2021 and held it in 11 quarters. The position peaked at $21K in Q4 2021. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Lee Financial reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 41 Coinbase shares in Q1 2024, an estimated $7.13K.
  • Lee Financial first reported a position in Coinbase in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Coinbase position peaked at $21K in Q4 2021.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.