Richards, Merrill & Peterson’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
2025
Q2
– Sell
-169
Closed -$12.2K – 296
2025
Q1
$12.2K Buy
169
+11
+7% +$895 0.01% 381
2024
Q4
$12.9K Buy
+158
New +$11.5K 0.01% 364

Other funds holding FBTC

Richards, Merrill & Peterson's FBTC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2025, closing a stake of 169 shares — an estimated $12.2K sold.

Richards, Merrill & Peterson first reported a position in FBTC in Q4 2024 and held it in 2 quarters. The position peaked at $12.9K in Q4 2024. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 169 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $12.2K.
  • Richards, Merrill & Peterson first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Fidelity Wise Origin Bitcoin Fund position peaked at $12.9K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.