Accel Wealth Management’s Osprey Bitcoin Trust OBTC Stock Holding History

Accel Wealth Management’s Portfolio OBTC Stock Details OBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,987	Closed	-$155K	–	948
2023 Q1	$155K	Sell	25,987 -12,163	-32%	-$72.7K	0.06%	251
2022 Q4	$126K	Buy	38,150 +35,150	+1,172%	+$116K	0.06%	212
2022 Q3	$15K	Hold	3,000	–	–	0.01%	644
2022 Q2	$19K	Buy	+3,000	New	+$19K	0.01%	564

Accel Wealth Management's OBTC Position: Q2 2023 in Review

Accel Wealth Management sold out of Osprey Bitcoin Trust (OBTC) in Q2 2023, closing a stake of 25,987 shares — an estimated $155K sold.

Accel Wealth Management first reported a position in OBTC in Q2 2022 and held it in 4 quarters. The position peaked at $155K in Q1 2023. 0 funds tracked by Wall St. Rank hold OBTC as of Q2 2023.

Accel Wealth Management reported no remaining Osprey Bitcoin Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 25,987 Osprey Bitcoin Trust shares in Q2 2023, an estimated $155K.
Accel Wealth Management first reported a position in Osprey Bitcoin Trust in Q2 2022 and held it in 4 quarters.
Accel Wealth Management's Osprey Bitcoin Trust position peaked at $155K in Q1 2023.
0 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.