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Avitas Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Avitas Wealth Management’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
Q4 		$760K Sell
14,324
-392
-3% -$18.5K 0.11% 143
2024
Q3 		$532K Buy
14,716
+2,018
+16% +$70.1K 0.07% 159
2024
Q2 		$434K Sell
12,698
-756
-6% -$28.2K 0.06% 170
2024
Q1 		$544K Buy
+13,454
New +$420K 0.08% 168

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Avitas Wealth Management's IBIT Position: Q4 2024 in Review

Avitas Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.7% in Q4 2024, selling an estimated $18.5K and leaving 14,324 shares worth $760K. The position accounts for 0.11% of the portfolio, ranked #143.

Avitas Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Avitas Wealth Management held 14,324 shares of iShares Bitcoin Trust worth $760K as of Q4 2024.
  • Avitas Wealth Management sold 392 iShares Bitcoin Trust shares in Q4 2024, an estimated $18.5K.
  • iShares Bitcoin Trust made up 0.11% of Avitas Wealth Management's portfolio in Q4 2024, its #143 holding.
  • Avitas Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.