CWS
COIN icon

Cypress Wealth Services’s Coinbase COIN Stock Holding History

Cypress Wealth 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
Q3 		– Sell
-745
Closed -$261K – 349
2025
Q2 		$261K Buy
+745
New +$174K 0.05% 257
2021
Q3 		– Sell
-1,875
Closed -$475K – 234
2021
Q2 		$475K Buy
+1,875
New +$487K 0.13% 137

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

Cypress Wealth Services's COIN Position: Q3 2025 in Review

Cypress Wealth Services sold out of Coinbase (COIN) in Q3 2025, closing a stake of 745 shares — an estimated $261K sold.

Cypress Wealth Services first reported a position in COIN in Q2 2021 and held it in 2 quarters. The position peaked at $475K in Q2 2021. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Cypress Wealth Services reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 745 Coinbase shares in Q3 2025, an estimated $261K.
  • Cypress Wealth Services first reported a position in Coinbase in Q2 2021 and held it in 2 quarters.
  • Cypress Wealth Services's Coinbase position peaked at $475K in Q2 2021.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.