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Zynergy Retirement Planning’s Coinbase COIN Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-50
Closed -$12.4K – 43
2025
Q1 		$12.4K Hold
50
– – 0.01% 81
2024
Q4 		$8.91K Hold
50
– – 0.01% 80
2024
Q3 		$8.91K Hold
50
– – 0.01% 80
2024
Q2 		$11.1K Buy
+50
New +$11.5K 0.01% 83

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Zynergy Retirement Planning's COIN Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Coinbase (COIN) in Q2 2025, closing a stake of 50 shares — an estimated $12.4K sold.

Zynergy Retirement Planning first reported a position in COIN in Q2 2024 and held it in 4 quarters. The position peaked at $12.4K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 50 Coinbase shares in Q2 2025, an estimated $12.4K.
  • Zynergy Retirement Planning first reported a position in Coinbase in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Coinbase position peaked at $12.4K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.