MAWAG
COIN icon

Mid-American Wealth Advisory Group’s Coinbase COIN Stock Holding History

Mid-American Wealth Advisory Group’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
-5
Closed -$1.75K – 97
2025
Q2 		$1.75K Buy
+5
New +$1.17K ﹤0.01% 271

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

Mid-American Wealth Advisory Group's COIN Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Coinbase (COIN) in Q3 2025, closing a stake of 5 shares — an estimated $1.75K sold.

Mid-American Wealth Advisory Group first reported a position in COIN in Q2 2025 and held it in 1 quarter. The position peaked at $1.75K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 5 Coinbase shares in Q3 2025, an estimated $1.75K.
  • Mid-American Wealth Advisory Group first reported a position in Coinbase in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Coinbase position peaked at $1.75K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.