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RWQ Financial Management Services’s Coinbase COIN Stock Holding History

RWQ Financial Management Services’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
-11,850
Closed -$4.15M – 25
2025
Q2 		$4.15M Buy
+11,850
New +$2.77M 1.75% 17
2022
Q1 		– Sell
-5,125
Closed -$1.29M – 22
2021
Q4 		$1.29M Sell
5,125
-10,115
-66% -$2.94M 0.81% 19
2021
Q3 		$3.47M Buy
+15,240
New +$3.75M 2.54% 14

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 $175B AUM 40.63% 1-Year Est. Return

RWQ Financial Management Services's COIN Position: Q3 2025 in Review

RWQ Financial Management Services sold out of Coinbase (COIN) in Q3 2025, closing a stake of 11,850 shares — an estimated $4.15M sold.

RWQ Financial Management Services first reported a position in COIN in Q3 2021 and held it in 3 quarters. The position peaked at $4.15M in Q2 2025. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • RWQ Financial Management Services reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • RWQ Financial Management Services sold 11,850 Coinbase shares in Q3 2025, an estimated $4.15M.
  • RWQ Financial Management Services first reported a position in Coinbase in Q3 2021 and held it in 3 quarters.
  • RWQ Financial Management Services's Coinbase position peaked at $4.15M in Q2 2025.
  • 1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on RWQ Financial Management Services's 13F filing for Q3 2025, filed 23 Oct 2025.