EWM
COIN icon

Evermay Wealth Management’s Coinbase COIN Stock Holding History

Evermay 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
Q1 		– Sell
-26
Closed -$6.46K – 585
2024
Q4 		$6.46K Sell
26
-1
-4% -$254 ﹤0.01% 476
2024
Q3 		$4.81K Buy
+27
New +$5.41K ﹤0.01% 507
2023
Q1 		– Sell
-65
Closed -$2.3K – 550
2022
Q4 		$2.3K Hold
65
– – ﹤0.01% 489
2022
Q3 		$4K Hold
65
– – ﹤0.01% 450
2022
Q2 		$3K Hold
65
– – ﹤0.01% 457
2022
Q1 		$12K Buy
65
+64
+6,400% +$12.5K ﹤0.01% 403
2021
Q4 		$0 Buy
+1
New +$291 ﹤0.01% 513
2021
Q3 		– Sell
-250
Closed -$63K – 469
2021
Q2 		$63K Buy
+250
New +$64.9K 0.01% 261

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
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Evermay Wealth Management's COIN Position: Q1 2025 in Review

Evermay Wealth Management sold out of Coinbase (COIN) in Q1 2025, closing a stake of 26 shares — an estimated $6.46K sold.

Evermay Wealth Management first reported a position in COIN in Q2 2021 and held it in 8 quarters. The position peaked at $63K in Q2 2021. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Evermay Wealth Management reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 26 Coinbase shares in Q1 2025, an estimated $6.46K.
  • Evermay Wealth Management first reported a position in Coinbase in Q2 2021 and held it in 8 quarters.
  • Evermay Wealth Management's Coinbase position peaked at $63K in Q2 2021.
  • 996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.