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LifeSteps Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

LifeSteps Financial’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 		– Sell
-136
Closed -$7.77K – 204
2024
Q1 		$7.77K Buy
+136
New +$5.98K 0.01% 315

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Millennium Management
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MCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.92B AUM 218.96% 1-Year Est. Return

LifeSteps Financial's GBTC Position: Q2 2024 in Review

LifeSteps Financial sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 136 shares — an estimated $7.77K sold.

LifeSteps Financial first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $7.77K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • LifeSteps Financial reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 136 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $7.77K.
  • LifeSteps Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Grayscale Bitcoin Trust position peaked at $7.77K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.