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Buckingham Strategic Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$240K Sell
4,570
-154
-3% -$8.83K ﹤0.01% 657
2024
Q1 		$293K Buy
+4,724
New +$226K ﹤0.01% 596

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Buckingham Strategic Wealth's FBTC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.3% in Q2 2024, selling an estimated $8.83K and leaving 4,570 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Buckingham Strategic Wealth first reported a position in FBTC in Q1 2024 and has held it in 2 quarters since. The position peaked at $293K in Q1 2024. 314 funds tracked by Wall St. Rank hold FBTC as of Q2 2024.

  • Buckingham Strategic Wealth held 4,570 shares of Fidelity Wise Origin Bitcoin Fund worth $240K as of Q2 2024.
  • Buckingham Strategic Wealth sold 154 Fidelity Wise Origin Bitcoin Fund shares in Q2 2024, an estimated $8.83K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #657 holding.
  • Buckingham Strategic Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $293K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.