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Cornerstone Planning Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cornerstone Planning Group’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,160
Closed -$103K – 1599
2024
Q4 		$103K Buy
1,160
+360
+45% +$26.1K 0.03% 112
2024
Q3 		$50.8K Buy
800
+649
+430% +$34.6K 0.01% 186
2024
Q2 		$7.07K Buy
+151
New +$8.66K ﹤0.01% 506

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's FBTC Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2025, closing a stake of 1,160 shares — an estimated $103K sold.

Cornerstone Planning Group first reported a position in FBTC in Q2 2024 and held it in 3 quarters. The position peaked at $103K in Q4 2024. 530 funds tracked by Wall St. Rank hold FBTC as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,160 Fidelity Wise Origin Bitcoin Fund shares in Q1 2025, an estimated $103K.
  • Cornerstone Planning Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Fidelity Wise Origin Bitcoin Fund position peaked at $103K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.