Jamison Private Wealth 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
Q4
Sell
-571
Closed -$31.7K 295
2024
Q3
$31.7K Hold
571
﹤0.01% 275
2024
Q2
$30K Hold
571
0.01% 269
2024
Q1
$35.4K Buy
+571
New +$27.3K 0.01% 267

Other funds holding FBTC

Jamison Private Wealth Management's FBTC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2024, closing a stake of 571 shares — an estimated $31.7K sold.

Jamison Private Wealth Management first reported a position in FBTC in Q1 2024 and held it in 3 quarters. The position peaked at $35.4K in Q1 2024. 528 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 571 Fidelity Wise Origin Bitcoin Fund shares in Q4 2024, an estimated $31.7K.
  • Jamison Private Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $35.4K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.