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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

COIN holding history

Coinbase Global, Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COIN overviewAll 13F holders of COINFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of COIN by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−6,144−100.0%Sold outHolders
Q1 20236,144$415.1K0.3%−14−0.2%ReducedHolders
Q4 20226,158$217.9K0.1%−665−9.7%ReducedHolders
Q3 20226,823$440.0K0.4%−317−4.4%ReducedHolders
Q2 20227,140$336.0K0.3%+7,140NewHolders
Q1 20220$00.0%−4,045−100.0%Sold outHolders
Q4 20214,045$1.02M0.8%−706−14.9%ReducedHolders
Q3 20214,751$1.08M0.8%+984+26.1%AddedHolders
Q2 20213,767$887.0K0.6%+3,767NewHolders