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Broadway Wealth Solutions’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Broadway Wealth Solutions’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,458
Closed -$201K – 91
2024
Q4 		$201K Buy
+2,458
New +$178K 0.15% 91

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SSA
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Goldman Sachs
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SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
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AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Broadway Wealth Solutions's FBTC Position: Q1 2025 in Review

Broadway Wealth Solutions sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2025, closing a stake of 2,458 shares — an estimated $201K sold.

Broadway Wealth Solutions first reported a position in FBTC in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 533 funds tracked by Wall St. Rank hold FBTC as of Q1 2025.

  • Broadway Wealth Solutions reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 2,458 Fidelity Wise Origin Bitcoin Fund shares in Q1 2025, an estimated $201K.
  • Broadway Wealth Solutions first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 1 quarter.
  • Broadway Wealth Solutions's Fidelity Wise Origin Bitcoin Fund position peaked at $201K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2025.

Based on Broadway Wealth Solutions's 13F filing for Q1 2025, filed 14 Apr 2025.