Heritage Wealth Management (Arizona)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Heritage Wealth Management (Arizona)’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	$366K	Buy	+7,616	New	+$401K	0.2%	99

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $2.41B AUM 286.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GBTC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2024: 7,616 shares worth $366K. The stake represents 0.2% of the portfolio and ranks #99 among its holdings.

661 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

Heritage Wealth Management (Arizona) held 7,616 shares of Grayscale Bitcoin Trust worth $366K as of Q2 2024.
Grayscale Bitcoin Trust was a new Heritage Wealth Management (Arizona) position in Q2 2024.
Grayscale Bitcoin Trust made up 0.2% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #99 holding.
661 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.