M&R Capital Management’s Coinbase COIN Stock Holding History

M&R Capital 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 Q4	–	Sell	-9	Closed	-$676	–	639
2023 Q3	$676	Hold	9	–	–	﹤0.01%	595
2023 Q2	$643	Sell	9 -15	-63%	-$895	﹤0.01%	596
2023 Q1	$1.62K	Hold	24	–	–	﹤0.01%	551
2022 Q4	$849	Sell	24 -3	-11%	-$158	﹤0.01%	573
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	420
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	416
2022 Q1	$5K	Buy	+27	New	+$5.28K	﹤0.01%	375

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

M&R Capital Management's COIN Position: Q4 2023 in Review

M&R Capital Management sold out of Coinbase (COIN) in Q4 2023, closing a stake of 9 shares — an estimated $676 sold.

M&R Capital Management first reported a position in COIN in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 825 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

M&R Capital Management reported no remaining Coinbase position as of Q4 2023 after selling out during the quarter.
M&R Capital Management sold 9 Coinbase shares in Q4 2023, an estimated $676.
M&R Capital Management first reported a position in Coinbase in Q1 2022 and held it in 7 quarters.
M&R Capital Management's Coinbase position peaked at $5K in Q1 2022.
825 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on M&R Capital Management's 13F filing for Q4 2023, filed 2 Jan 2024.