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Exencial Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Exencial Wealth 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
Q2 		– Sell
-8,232
Closed -$470K – 496
2024
Q1 		$470K Buy
+8,232
New +$362K 0.02% 364

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BSW
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DCM
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Exencial Wealth Advisors's GBTC Position: Q2 2024 in Review

Exencial Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 8,232 shares — an estimated $470K sold.

Exencial Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $470K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Exencial Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 8,232 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $470K.
  • Exencial Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Exencial Wealth Advisors's Grayscale Bitcoin Trust position peaked at $470K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Exencial Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.