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Atria Wealth Solutions’s Coinbase COIN Stock Holding History

Atria Wealth 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
2025
Q2 		$4.34M Sell
12,333
-2,813
-19% -$658K 0.1% 237
2025
Q1 		$2.61M Buy
15,146
+1,807
+14% +$438K 0.03% 540
2024
Q4 		$3.31M Buy
13,339
+5,266
+65% +$1.34M 0.04% 478
2024
Q3 		$1.44M Sell
8,073
-1,079
-12% -$216K 0.02% 772
2024
Q2 		$2.03M Sell
9,152
-913
-9% -$210K 0.02% 626
2024
Q1 		$2.67M Buy
10,065
+2,689
+36% +$484K 0.03% 539
2023
Q4 		$1.28M Buy
7,376
+1,806
+32% +$197K 0.02% 766
2023
Q3 		$418K Sell
5,570
-394
-7% -$33.2K 0.01% 1223
2023
Q2 		$427K Buy
5,964
+172
+3% +$10.3K 0.01% 1234
2023
Q1 		$391K Sell
5,792
-161
-3% -$9.64K 0.01% 1276
2022
Q4 		$211K Sell
5,953
-506
-8% -$26.7K ﹤0.01% 1583
2022
Q3 		$417K Sell
6,459
-369
-5% -$25.8K 0.01% 1132
2022
Q2 		$321K Sell
6,828
-791
-10% -$75.3K 0.01% 1177
2022
Q1 		$1.45M Buy
+7,619
New +$1.49M 0.02% 586

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Atria Wealth Solutions's COIN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Coinbase (COIN) stake by 19% in Q2 2025, selling an estimated $658K and leaving 12,333 shares worth $4.34M. The position accounts for 0.1% of the portfolio, ranked #237.

Atria Wealth Solutions first reported a position in COIN in Q1 2022 and has held it in 14 quarters since. 1,257 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Atria Wealth Solutions held 12,333 shares of Coinbase worth $4.34M as of Q2 2025.
  • Atria Wealth Solutions sold 2,813 Coinbase shares in Q2 2025, an estimated $658K.
  • Coinbase made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #237 holding.
  • Atria Wealth Solutions first reported a position in Coinbase in Q1 2022 and has held it in 14 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.