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Raymond James Financial Services Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Raymond James Financial Services Advisors’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 		$1.2M Sell
23,675
-1,560
-6% -$75.9K ﹤0.01% 2047
2024
Q2 		$1.21M Sell
25,235
-1,146
-4% -$60.4K ﹤0.01% 1971
2024
Q1 		$1.51M Buy
+26,381
New +$1.16M ﹤0.01% 1807

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 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 $103B AUM 28.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Raymond James Financial Services Advisors's GBTC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.2% in Q3 2024, selling an estimated $75.9K and leaving 23,675 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Raymond James Financial Services Advisors first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2024. 618 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Raymond James Financial Services Advisors held 23,675 shares of Grayscale Bitcoin Trust worth $1.2M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,560 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $75.9K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2047 holding.
  • Raymond James Financial Services Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • Raymond James Financial Services Advisors's Grayscale Bitcoin Trust position peaked at $1.51M in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.