CWM
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CarsonAllaria Wealth Management’s Coinbase COIN Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-20
Closed -$7.01K – 130
2025
Q2 		$7.01K Hold
20
– – ﹤0.01% 272
2025
Q1 		$3.44K Hold
20
– – ﹤0.01% 309
2024
Q4 		$4.97K Sell
20
-109
-84% -$27.7K ﹤0.01% 286
2024
Q3 		$23K Buy
129
+72
+126% +$14.4K 0.01% 194
2024
Q2 		$12.7K Hold
57
– – 0.01% 231
2024
Q1 		$15.1K Sell
57
-97
-63% -$17.5K 0.01% 215
2023
Q4 		$26.8K Hold
154
– – 0.02% 149
2023
Q3 		$11.6K Sell
154
-23
-13% -$1.94K 0.01% 197
2023
Q2 		$12.7K Buy
177
+2
+1% +$119 0.01% 206
2023
Q1 		$11.8K Hold
175
– – 0.01% 199
2022
Q4 		$6K Buy
175
+10
+6% +$527 0.01% 223
2022
Q3 		$11K Sell
165
-29
-15% -$2.02K 0.01% 179
2022
Q2 		$9K Buy
194
+37
+24% +$3.52K 0.01% 195
2022
Q1 		$30K Sell
157
-24
-13% -$4.69K 0.03% 135
2021
Q4 		$46K Buy
+181
New +$52.6K 0.04% 120

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CarsonAllaria Wealth Management's COIN Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Coinbase (COIN) in Q3 2025, closing a stake of 20 shares — an estimated $7.01K sold.

CarsonAllaria Wealth Management first reported a position in COIN in Q4 2021 and held it in 15 quarters. The position peaked at $46K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 20 Coinbase shares in Q3 2025, an estimated $7.01K.
  • CarsonAllaria Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Coinbase position peaked at $46K in Q4 2021.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.