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Raymond James & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Raymond James & Associates’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
Q3 		$1.52M Sell
30,143
-4,890
-14% -$238K ﹤0.01% 2409
2024
Q2 		$1.68M Buy
35,033
+2,768
+9% +$146K ﹤0.01% 2262
2024
Q1 		$1.84M Buy
+32,265
New +$1.42M ﹤0.01% 2209

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Raymond James & Associates's GBTC Position: Q3 2024 in Review

Raymond James & Associates reduced its Grayscale Bitcoin Trust (GBTC) stake by 14% in Q3 2024, selling an estimated $238K and leaving 30,143 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Raymond James & Associates first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.84M in Q1 2024. 620 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Raymond James & Associates held 30,143 shares of Grayscale Bitcoin Trust worth $1.52M as of Q3 2024.
  • Raymond James & Associates sold 4,890 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $238K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2409 holding.
  • Raymond James & Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • Raymond James & Associates's Grayscale Bitcoin Trust position peaked at $1.84M in Q1 2024.
  • 620 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.