AssetMark Inc’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,201
Closed -$357K 2166
2023
Q4
$357K Buy
9,201
+3,392
+58% +$116K ﹤0.01% 831
2023
Q3
$152K Buy
+5,809
New +$159K ﹤0.01% 919

AssetMark Inc's XBTF Position: Q1 2024 in Review

AssetMark Inc sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q1 2024, closing a stake of 9,201 shares — an estimated $357K sold.

AssetMark Inc first reported a position in XBTF in Q3 2023 and held it in 2 quarters. The position peaked at $357K in Q4 2023. 0 funds tracked by Wall St. Rank hold XBTF as of Q1 2024.

  • AssetMark Inc reported no remaining VanEck Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • AssetMark Inc sold 9,201 VanEck Bitcoin Strategy ETF shares in Q1 2024, an estimated $357K.
  • AssetMark Inc first reported a position in VanEck Bitcoin Strategy ETF in Q3 2023 and held it in 2 quarters.
  • AssetMark Inc's VanEck Bitcoin Strategy ETF position peaked at $357K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.