Optimum Investment Advisors’s Coinbase COIN Stock Holding History

Optimum Investment 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 Q3	$42.2K	Hold	125	–	–	0.02%	374
2025 Q2	$43.8K	Hold	125	–	–	0.02%	363
2025 Q1	$21.5K	Buy	+125	New	+$30.3K	0.01%	432
2023 Q4	–	Sell	-50	Closed	-$3.75K	–	661
2023 Q3	$3.75K	Hold	50	–	–	﹤0.01%	620
2023 Q2	$3.58K	Hold	50	–	–	﹤0.01%	628
2023 Q1	$3.38K	Hold	50	–	–	﹤0.01%	648
2022 Q4	$1.77K	Hold	50	–	–	﹤0.01%	686
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	689
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	753
2022 Q1	$9K	Buy	50 +11	+28%	+$2.15K	﹤0.01%	655
2021 Q4	$10K	Buy	39 +14	+56%	+$4.07K	﹤0.01%	676
2021 Q3	$6K	Sell	25 -200	-89%	-$49.2K	﹤0.01%	720
2021 Q2	$57K	Buy	+225	New	+$58.4K	0.02%	474

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Optimum Investment Advisors's COIN Position: Q3 2025 in Review

Optimum Investment Advisors held its Coinbase (COIN) position steady in Q3 2025 at 125 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #374.

Optimum Investment Advisors first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $57K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

Optimum Investment Advisors held 125 shares of Coinbase worth $42.2K as of Q3 2025.
Optimum Investment Advisors left its Coinbase share count unchanged in Q3 2025.
Coinbase made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #374 holding.
Optimum Investment Advisors first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
Optimum Investment Advisors's Coinbase position peaked at $57K in Q2 2021.
1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.