Alpha Cubed Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

Alpha Cubed Investments’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,534	Closed	-$218K	–	285
2024 Q2	$218K	Sell	4,534 -22	-0.5%	-$1.16K	0.01%	259
2024 Q1	$260K	Buy	+4,556	New	+$200K	0.01%	227

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

MCM

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Alpha Cubed Investments's GBTC Position: Q3 2024 in Review

Alpha Cubed Investments sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 4,534 shares — an estimated $218K sold.

Alpha Cubed Investments first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $260K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

Alpha Cubed Investments reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
Alpha Cubed Investments sold 4,534 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $218K.
Alpha Cubed Investments first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
Alpha Cubed Investments's Grayscale Bitcoin Trust position peaked at $260K in Q1 2024.
617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Alpha Cubed Investments's 13F filing for Q3 2024, filed 7 Oct 2024.