Atlas Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,361
Closed -$242K 45
2024
Q3
$242K Buy
4,361
+348
+9% +$18.6K 0.38% 33
2024
Q2
$211K Buy
4,013
+224
+6% +$12.8K 0.35% 32
2024
Q1
$235K Buy
+3,789
New +$181K 0.37% 33

Other funds holding FBTC

Atlas Financial Advisors's FBTC Position: Q4 2024 in Review

Atlas Financial Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2024, closing a stake of 4,361 shares — an estimated $242K sold.

Atlas Financial Advisors first reported a position in FBTC in Q1 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 527 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Atlas Financial Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
  • Atlas Financial Advisors sold 4,361 Fidelity Wise Origin Bitcoin Fund shares in Q4 2024, an estimated $242K.
  • Atlas Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 3 quarters.
  • Atlas Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $242K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.