Cary Street Partners Investment Advisory’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio BITQ Stock Details BITQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65	Closed	-$436	–	758
2023 Q3	$436	Buy	+65	New	+$542	﹤0.01%	1800

Other funds holding BITQ

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's BITQ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2023, closing a stake of 65 shares — an estimated $436 sold.

Cary Street Partners Investment Advisory first reported a position in BITQ in Q3 2023 and held it in 1 quarter. The position peaked at $436 in Q3 2023. 66 funds tracked by Wall St. Rank hold BITQ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 65 Bitwise Crypto Industry Innovators ETF shares in Q4 2023, an estimated $436.
Cary Street Partners Investment Advisory first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Bitwise Crypto Industry Innovators ETF position peaked at $436 in Q3 2023.
66 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.