McIlrath & Eck’s Coinbase COIN Stock Holding History

McIlrath & Eck’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	-10	Closed	-$716	–	889
2023 Q2	$716	Sell	10 -3	-23%	-$179	﹤0.01%	840
2023 Q1	$878	Hold	13	–	–	﹤0.01%	849
2022 Q4	$460	Sell	13 -37	-74%	-$1.95K	﹤0.01%	832
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	702
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	731
2022 Q1	$9K	Hold	50	–	–	﹤0.01%	538
2021 Q4	$13K	Hold	50	–	–	﹤0.01%	490
2021 Q3	$11K	Sell	50 -1	-2%	-$246	﹤0.01%	505
2021 Q2	$13K	Buy	+51	New	+$13.2K	﹤0.01%	476

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

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

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

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

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

McIlrath & Eck's COIN Position: Q3 2023 in Review

McIlrath & Eck sold out of Coinbase (COIN) in Q3 2023, closing a stake of 10 shares — an estimated $716 sold.

McIlrath & Eck first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

McIlrath & Eck reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
McIlrath & Eck sold 10 Coinbase shares in Q3 2023, an estimated $716.
McIlrath & Eck first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
McIlrath & Eck's Coinbase position peaked at $13K in Q4 2021.
610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on McIlrath & Eck's 13F filing for Q3 2023, filed 16 Nov 2023.