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Able Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Able Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$204K – 101
2024
Q4 		$204K Sell
2,500
-7,634
-75% -$554K 0.13% 95
2024
Q3 		$563K Buy
+10,134
New +$540K 0.43% 49

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Able Wealth Management's FBTC Position: Q1 2025 in Review

Able Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2025, closing a stake of 2,500 shares — an estimated $204K sold.

Able Wealth Management first reported a position in FBTC in Q3 2024 and held it in 2 quarters. The position peaked at $563K in Q3 2024. 532 funds tracked by Wall St. Rank hold FBTC as of Q1 2025.

  • Able Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2025 after selling out during the quarter.
  • Able Wealth Management sold 2,500 Fidelity Wise Origin Bitcoin Fund shares in Q1 2025, an estimated $204K.
  • Able Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 2 quarters.
  • Able Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $563K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2025.

Based on Able Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.