CAPTRUST Financial Advisors
BITW

CAPTRUST Financial Advisors’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BITW Stock Details BITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,575
Closed -$32K – 4747
2022
Q2 		$32K Sell
3,575
-6
-0.2% -$54 ﹤0.01% 3094
2022
Q1 		$116K Buy
3,581
+3,381
+1,691% +$110K ﹤0.01% 2161
2021
Q4 		$8K Buy
+200
New +$8K ﹤0.01% 3876

Other funds holding BITW

BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

CAPTRUST Financial Advisors's BITW Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Bitwise 10 Crypto Index ETF (BITW) in Q3 2022, closing a stake of 3,575 shares — an estimated $32K sold.

CAPTRUST Financial Advisors first reported a position in BITW in Q4 2021 and held it in 3 quarters. The position peaked at $116K in Q1 2022. 6 funds tracked by Wall St. Rank hold BITW as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Bitwise 10 Crypto Index ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,575 Bitwise 10 Crypto Index ETF shares in Q3 2022, an estimated $32K.
  • CAPTRUST Financial Advisors first reported a position in Bitwise 10 Crypto Index ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Bitwise 10 Crypto Index ETF position peaked at $116K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.