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Executive Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Executive Wealth Management’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 		$2.3M Buy
28,200
+1,848
+7% +$134K 0.18% 113
2024
Q3 		$1.46M Buy
+26,352
New +$1.41M 0.11% 129
2024
Q2 		– Sell
-28,534
Closed -$1.74M – 163
2024
Q1 		$1.74M Buy
+28,534
New +$1.37M 0.15% 111

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 $10.2B AUM 67.73% 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

Executive Wealth Management's FBTC Position: Q4 2024 in Review

Executive Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7% in Q4 2024, buying an estimated $134K and bringing the position to 28,200 shares worth $2.3M. The position accounts for 0.18% of the portfolio, ranked #113.

Executive Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Executive Wealth Management held 28,200 shares of Fidelity Wise Origin Bitcoin Fund worth $2.3M as of Q4 2024.
  • Executive Wealth Management bought 1,848 Fidelity Wise Origin Bitcoin Fund shares in Q4 2024, an estimated $134K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.18% of Executive Wealth Management's portfolio in Q4 2024, its #113 holding.
  • Executive Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.