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Baldwin Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-1,107
Closed -$53.2K – 1123
2024
Q2 		$53.2K Sell
1,107
-1,509
-58% -$79.5K ﹤0.01% 338
2024
Q1 		$149K Buy
+2,616
New +$115K 0.01% 234

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Baldwin Wealth Partners's GBTC Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 1,107 shares — an estimated $53.2K sold.

Baldwin Wealth Partners first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $149K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,107 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $53.2K.
  • Baldwin Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners'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 Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.