Baldwin Wealth Partners’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
-310
Closed -$17.2K – 506
2024
Q3
$17.2K Hold
310
– – ﹤0.01% 718
2024
Q2
$16.3K Hold
310
– – ﹤0.01% 489
2024
Q1
$19.2K Buy
+310
New +$14.8K ﹤0.01% 496

Other funds holding FBTC

Baldwin Wealth Partners's FBTC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2024, closing a stake of 310 shares — an estimated $17.2K sold.

Baldwin Wealth Partners first reported a position in FBTC in Q1 2024 and held it in 3 quarters. The position peaked at $19.2K in Q1 2024. 529 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 310 Fidelity Wise Origin Bitcoin Fund shares in Q4 2024, an estimated $17.2K.
  • Baldwin Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $19.2K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.