TIAM2
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Tru Independence Asset Management 2’s Coinbase COIN Stock Holding History

Tru Independence Asset Management 2’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
-2,309
Closed -$809K – 88
2025
Q2 		$809K Sell
2,309
-184
-7% -$43K 0.55% 46
2025
Q1 		$429K Buy
2,493
+65
+3% +$15.7K 0.32% 60
2024
Q4 		$603K Sell
2,428
-80
-3% -$20.3K 0.5% 40
2024
Q3 		$447K Buy
+2,508
New +$502K 0.38% 45
2022
Q1 		– Sell
-2,095
Closed -$529K – 103
2021
Q4 		$529K Buy
+2,095
New +$609K 0.28% 67

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

Tru Independence Asset Management 2's COIN Position: Q3 2025 in Review

Tru Independence Asset Management 2 sold out of Coinbase (COIN) in Q3 2025, closing a stake of 2,309 shares — an estimated $809K sold.

Tru Independence Asset Management 2 first reported a position in COIN in Q4 2021 and held it in 5 quarters. The position peaked at $809K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Tru Independence Asset Management 2 reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,309 Coinbase shares in Q3 2025, an estimated $809K.
  • Tru Independence Asset Management 2 first reported a position in Coinbase in Q4 2021 and held it in 5 quarters.
  • Tru Independence Asset Management 2's Coinbase position peaked at $809K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2025, filed 22 Oct 2025.