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Financial Synergies Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-1,668
Closed -$104K – 201
2024
Q1 		$104K Buy
+1,668
New +$79.8K 0.01% 99

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Jane Street
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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
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Financial Synergies Wealth Advisors's FBTC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2024, closing a stake of 1,668 shares — an estimated $104K sold.

Financial Synergies Wealth Advisors first reported a position in FBTC in Q1 2024 and held it in 1 quarter. The position peaked at $104K in Q1 2024. 313 funds tracked by Wall St. Rank hold FBTC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,668 Fidelity Wise Origin Bitcoin Fund shares in Q2 2024, an estimated $104K.
  • Financial Synergies Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $104K in Q1 2024.
  • 313 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.