Avantax Advisory Services’s Coinbase COIN Stock Holding History

Avantax Advisory Services’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	$3.3M	Buy	9,417 +2,206	+31%	+$516K	0.02%	588
2025 Q1	$1.24M	Buy	7,211 +3,781	+110%	+$915K	0.01%	979
2024 Q4	$852K	Buy	3,430 +461	+16%	+$117K	0.01%	1117
2024 Q3	$529K	Buy	2,969 +793	+36%	+$159K	﹤0.01%	1377
2024 Q2	$484K	Buy	+2,176	New	+$501K	﹤0.01%	1381
2024 Q1	–	Sell	-1,706	Closed	-$297K	–	1663
2023 Q4	$297K	Buy	+1,706	New	+$186K	﹤0.01%	1238
2022 Q2	–	Sell	-1,154	Closed	-$222K	–	1320
2022 Q1	$222K	Buy	+1,154	New	+$225K	﹤0.01%	1145

Other funds holding COIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Avantax Advisory Services's COIN Position: Q2 2025 in Review

Avantax Advisory Services increased its Coinbase (COIN) stake by 31% in Q2 2025, buying an estimated $516K and bringing the position to 9,417 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #588.

Avantax Advisory Services first reported a position in COIN in Q1 2022 and has held it in 7 quarters since. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Avantax Advisory Services held 9,417 shares of Coinbase worth $3.3M as of Q2 2025.
Avantax Advisory Services bought 2,206 Coinbase shares in Q2 2025, an estimated $516K.
Coinbase made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #588 holding.
Avantax Advisory Services first reported a position in Coinbase in Q1 2022 and has held it in 7 quarters since.
1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.