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COIN icon

Simplicity Solutions’s Coinbase COIN Stock Holding History

Simplicity Solutions’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 		$590K Sell
3,391
-317
-9% -$34.6K 0.02% 612
2023
Q3 		$278K Sell
3,708
-119
-3% -$10K 0.01% 796
2023
Q2 		$274K Buy
3,827
+243
+7% +$14.5K 0.01% 863
2023
Q1 		$242K Buy
+3,584
New +$215K 0.01% 932
2022
Q1 		– Sell
-2,780
Closed -$702K – 630
2021
Q4 		$702K Buy
2,780
+1,283
+86% +$373K 0.08% 303
2021
Q3 		$341K Buy
1,497
+497
+50% +$122K 0.05% 379
2021
Q2 		$253K Buy
+1,000
New +$260K 0.05% 438

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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's COIN Position: Q4 2023 in Review

Simplicity Solutions reduced its Coinbase (COIN) stake by 8.5% in Q4 2023, selling an estimated $34.6K and leaving 3,391 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #612.

Simplicity Solutions first reported a position in COIN in Q2 2021 and has held it in 7 quarters since. The position peaked at $702K in Q4 2021. 824 funds tracked by Wall St. Rank hold COIN as of Q4 2023.

  • Simplicity Solutions held 3,391 shares of Coinbase worth $590K as of Q4 2023.
  • Simplicity Solutions sold 317 Coinbase shares in Q4 2023, an estimated $34.6K.
  • Coinbase made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #612 holding.
  • Simplicity Solutions first reported a position in Coinbase in Q2 2021 and has held it in 7 quarters since.
  • Simplicity Solutions's Coinbase position peaked at $702K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held Coinbase as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.