Beacon Harbor Wealth Advisors’s Coinbase COIN Stock Holding History

Beacon Harbor Wealth Advisors’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	–	Sell	-31,928	Closed	-$5.5M	–	78
2025 Q1	$5.5M	Buy	+31,928	New	+$7.73M	1.28%	41

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Beacon Harbor Wealth Advisors's COIN Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of Coinbase (COIN) in Q2 2025, closing a stake of 31,928 shares — an estimated $5.5M sold.

Beacon Harbor Wealth Advisors first reported a position in COIN in Q1 2025 and held it in 1 quarter. The position peaked at $5.5M in Q1 2025. 1,257 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Beacon Harbor Wealth Advisors reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 31,928 Coinbase shares in Q2 2025, an estimated $5.5M.
Beacon Harbor Wealth Advisors first reported a position in Coinbase in Q1 2025 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Coinbase position peaked at $5.5M in Q1 2025.
1,257 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.