AFS
GBTC icon

Annapolis Financial Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Annapolis Financial Services’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 		$119K Sell
2,362
-253
-10% -$12.3K 0.04% 113
2024
Q2 		$126K Hold
2,615
– – 0.04% 110
2024
Q1 		$149K Buy
+2,615
New +$115K 0.05% 101

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealthfront Advisers
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

Annapolis Financial Services's GBTC Position: Q3 2024 in Review

Annapolis Financial Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 9.7% in Q3 2024, selling an estimated $12.3K and leaving 2,362 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #113.

Annapolis Financial Services first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. The position peaked at $149K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Annapolis Financial Services held 2,362 shares of Grayscale Bitcoin Trust worth $119K as of Q3 2024.
  • Annapolis Financial Services sold 253 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $12.3K.
  • Grayscale Bitcoin Trust made up 0.04% of Annapolis Financial Services's portfolio in Q3 2024, its #113 holding.
  • Annapolis Financial Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • Annapolis Financial Services's Grayscale Bitcoin Trust position peaked at $149K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.