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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return