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Clear Point Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Clear Point Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-532
Closed -$26.9K – 274
2024
Q3 		$26.9K Sell
532
-57
-10% -$2.77K 0.02% 258
2024
Q2 		$28.3K Hold
589
– – 0.02% 239
2024
Q1 		$33.6K Buy
+589
New +$25.9K 0.03% 231

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Clear Point Advisors's GBTC Position: Q4 2024 in Review

Clear Point Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 532 shares — an estimated $26.9K sold.

Clear Point Advisors first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $33.6K in Q1 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Clear Point Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 532 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $26.9K.
  • Clear Point Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Grayscale Bitcoin Trust position peaked at $33.6K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.