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Atlantic Edge Private Wealth Management’s Coinbase COIN Stock Holding History

Atlantic Edge Private Wealth 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
2025
Q4 		– Sell
-600
Closed -$202K – 582
2025
Q3 		$202K Buy
600
+25
+4% +$8.48K 0.05% 131
2025
Q2 		$202K Buy
+575
New +$134K 0.06% 131
2024
Q4 		– Sell
-100
Closed -$17.8K – 495
2024
Q3 		$17.8K Buy
+100
New +$20K 0.01% 282

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Edge Private Wealth Management's COIN Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 600 shares — an estimated $202K sold.

Atlantic Edge Private Wealth Management first reported a position in COIN in Q3 2024 and held it in 3 quarters. The position peaked at $202K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 600 Coinbase shares in Q4 2025, an estimated $202K.
  • Atlantic Edge Private Wealth Management first reported a position in Coinbase in Q3 2024 and held it in 3 quarters.
  • Atlantic Edge Private Wealth Management's Coinbase position peaked at $202K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.