Advyzon Investment Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Sell
1,614
-101
-6% -$18.2K 0.02% 693
2026
Q1
$299K Buy
+1,715
New +$338K 0.03% 533

Other funds holding COIN

Advyzon Investment Management's COIN Position: Q2 2026 in Review

Advyzon Investment Management reduced its Coinbase (COIN) stake by 5.9% in Q2 2026, selling an estimated $18.2K and leaving 1,614 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #693.

Advyzon Investment Management first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Advyzon Investment Management held 1,614 shares of Coinbase worth $236K as of Q2 2026.
  • Advyzon Investment Management sold 101 Coinbase shares in Q2 2026, an estimated $18.2K.
  • Coinbase made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #693 holding.
  • Advyzon Investment Management first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's Coinbase position peaked at $299K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.