CWM
BTC

Cherrydale Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cherrydale Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,706
Closed -$76.2K – 77
2024
Q3 		$76.2K Buy
+2,706
New +$72.1K 0.03% 68

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Cherrydale Wealth Management's BTC Position: Q4 2024 in Review

Cherrydale Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024, closing a stake of 2,706 shares — an estimated $76.2K sold.

Cherrydale Wealth Management first reported a position in BTC in Q3 2024 and held it in 1 quarter. The position peaked at $76.2K in Q3 2024. 380 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Cherrydale Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2024 after selling out during the quarter.
  • Cherrydale Wealth Management sold 2,706 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $76.2K.
  • Cherrydale Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 1 quarter.
  • Cherrydale Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $76.2K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Cherrydale Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.