Calamos Wealth Management’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
2025
Q1
– Sell
-2,500
Closed -$204K – 344
2024
Q4
$204K Buy
+2,500
New +$181K 0.01% 294

Other funds holding FBTC

Calamos Wealth Management's FBTC Position: Q1 2025 in Review

Calamos Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2025, closing a stake of 2,500 shares — an estimated $204K sold.

Calamos Wealth Management first reported a position in FBTC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 534 funds tracked by Wall St. Rank hold FBTC as of Q1 2025.

  • Calamos Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 2,500 Fidelity Wise Origin Bitcoin Fund shares in Q1 2025, an estimated $204K.
  • Calamos Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 1 quarter.
  • Calamos Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $204K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2025.

Based on Calamos Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.