JPLA
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Joseph P. Lucia & Associates’s Coinbase COIN Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-862
Closed -$291K – 167
2025
Q3 		$291K Buy
862
+207
+32% +$70.2K 0.11% 125
2025
Q2 		$230K Buy
+655
New +$153K 0.09% 134
2022
Q3 		– Sell
-353
Closed -$17K – 161
2022
Q2 		$17K Buy
+353
New +$33.6K 0.01% 262
2021
Q4 		– Sell
-185
Closed -$42K – 208
2021
Q3 		$42K Buy
185
+15
+9% +$3.69K 0.02% 232
2021
Q2 		$43K Buy
+170
New +$44.1K 0.03% 229

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joseph P. Lucia & Associates's COIN Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of Coinbase (COIN) in Q4 2025, closing a stake of 862 shares — an estimated $291K sold.

Joseph P. Lucia & Associates first reported a position in COIN in Q2 2021 and held it in 5 quarters. The position peaked at $291K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Joseph P. Lucia & Associates reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 862 Coinbase shares in Q4 2025, an estimated $291K.
  • Joseph P. Lucia & Associates first reported a position in Coinbase in Q2 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Coinbase position peaked at $291K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.