Financial Engines Advisors
COIN icon

Financial Engines Advisors’s Coinbase COIN Stock Holding History

Financial Engines 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
Q1 		– Sell
-856
Closed -$213K – 431
2024
Q4 		$213K Buy
+856
New +$217K ﹤0.01% 431

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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Engines Advisors's COIN Position: Q1 2025 in Review

Financial Engines Advisors sold out of Coinbase (COIN) in Q1 2025, closing a stake of 856 shares — an estimated $213K sold.

Financial Engines Advisors first reported a position in COIN in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 997 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Financial Engines Advisors reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 856 Coinbase shares in Q1 2025, an estimated $213K.
  • Financial Engines Advisors first reported a position in Coinbase in Q4 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Coinbase position peaked at $213K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.