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Financial Advocates Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Advocates Investment Management’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
-4,007
Closed -$229K – 776
2024
Q1 		$229K Buy
+4,007
New +$176K 0.01% 682

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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Financial Advocates Investment Management's GBTC Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 4,007 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 661 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,007 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $229K.
  • Financial Advocates Investment Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's Grayscale Bitcoin Trust position peaked at $229K in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.