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Evergreen Private Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Evergreen Private Wealth’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
2024
Q4 		– Sell
-1
Closed -$56 – 204
2024
Q3 		$56 Hold
1
– – ﹤0.01% 206
2024
Q2 		$52 Buy
+1
New +$57 ﹤0.01% 207

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Evergreen Private Wealth's FBTC Position: Q4 2024 in Review

Evergreen Private Wealth sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2024, closing a stake of 1 share — an estimated $56 sold.

Evergreen Private Wealth first reported a position in FBTC in Q2 2024 and held it in 2 quarters. The position peaked at $56 in Q3 2024. 529 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Evergreen Private Wealth reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 1 Fidelity Wise Origin Bitcoin Fund share in Q4 2024, an estimated $56.
  • Evergreen Private Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 2 quarters.
  • Evergreen Private Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $56 in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.