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Cooper/Haims Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cooper/Haims 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
Q3 		– Sell
-11,242
Closed -$541K – 86
2024
Q2 		$541K Hold
11,242
– – 0.3% 36
2024
Q1 		$641K Buy
+11,242
New +$495K 0.37% 28

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Cooper/Haims Advisors's GBTC Position: Q3 2024 in Review

Cooper/Haims Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 11,242 shares — an estimated $541K sold.

Cooper/Haims Advisors first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $641K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Cooper/Haims Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Cooper/Haims Advisors sold 11,242 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $541K.
  • Cooper/Haims Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Cooper/Haims Advisors's Grayscale Bitcoin Trust position peaked at $641K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Cooper/Haims Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.