Advocate Group’s iShares Bitcoin Trust IBIT Stock Holding History

Advocate Group’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,193	Closed	-$210K	–	123
2024 Q1	$210K	Buy	+5,193	New	+$162K	0.04%	115

Other funds holding IBIT

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Advocate Group's IBIT Position: Q2 2024 in Review

Advocate Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2024, closing a stake of 5,193 shares — an estimated $210K sold.

Advocate Group first reported a position in IBIT in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 598 funds tracked by Wall St. Rank hold IBIT as of Q2 2024.

Advocate Group reported no remaining iShares Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
Advocate Group sold 5,193 iShares Bitcoin Trust shares in Q2 2024, an estimated $210K.
Advocate Group first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 1 quarter.
Advocate Group's iShares Bitcoin Trust position peaked at $210K in Q1 2024.
598 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2024.

Based on Advocate Group's 13F filing for Q2 2024, filed 10 Jul 2024.