Lake Street Advisors Group’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
$391K Hold
4,790
0.02% 384
2024
Q3
$266K Hold
4,790
0.01% 487
2024
Q2
$251K Buy
+4,790
New +$275K 0.01% 484

Other funds holding FBTC

Lake Street Advisors Group's FBTC Position: Q4 2024 in Review

Lake Street Advisors Group held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q4 2024 at 4,790 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #384.

Lake Street Advisors Group first reported a position in FBTC in Q2 2024 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Lake Street Advisors Group held 4,790 shares of Fidelity Wise Origin Bitcoin Fund worth $391K as of Q4 2024.
  • Lake Street Advisors Group left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q4 2024.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #384 holding.
  • Lake Street Advisors Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.