Institutional & Family Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-494
Closed -$30.7K – 761
2024
Q1
$30.7K Buy
+494
New +$23.6K ﹤0.01% 291

Other funds holding FBTC

Institutional & Family Asset Management's FBTC Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2024, closing a stake of 494 shares — an estimated $30.7K sold.

Institutional & Family Asset Management first reported a position in FBTC in Q1 2024 and held it in 1 quarter. The position peaked at $30.7K in Q1 2024. 314 funds tracked by Wall St. Rank hold FBTC as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 494 Fidelity Wise Origin Bitcoin Fund shares in Q2 2024, an estimated $30.7K.
  • Institutional & Family Asset Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 1 quarter.
  • Institutional & Family Asset Management's Fidelity Wise Origin Bitcoin Fund position peaked at $30.7K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.