Avantax Planning Partners’s Coinbase COIN Stock Holding History

Avantax Planning Partners’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	-823	Closed	-$278K	–	443
2025 Q3	$278K	Buy	+823	New	+$279K	0.01%	367

Other funds holding COIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's COIN Position: Q4 2025 in Review

Avantax Planning Partners sold out of Coinbase (COIN) in Q4 2025, closing a stake of 823 shares — an estimated $278K sold.

Avantax Planning Partners first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $278K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Avantax Planning Partners reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 823 Coinbase shares in Q4 2025, an estimated $278K.
Avantax Planning Partners first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
Avantax Planning Partners's Coinbase position peaked at $278K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.