NWWA
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New Wave Wealth Advisors’s Coinbase COIN Stock Holding History

New Wave Wealth 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
-303
Closed -$75.2K – 235
2024
Q4 		$75.2K Buy
+303
New +$76.9K 0.03% 195

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

New Wave Wealth Advisors's COIN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Coinbase (COIN) in Q1 2025, closing a stake of 303 shares — an estimated $75.2K sold.

New Wave Wealth Advisors first reported a position in COIN in Q4 2024 and held it in 1 quarter. The position peaked at $75.2K in Q4 2024. 997 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 303 Coinbase shares in Q1 2025, an estimated $75.2K.
  • New Wave Wealth Advisors first reported a position in Coinbase in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Coinbase position peaked at $75.2K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.