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Ruedi Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Ruedi Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-89
Closed -$6.41K – 153
2025
Q1 		$6.41K Buy
+89
New +$7.24K ﹤0.01% 198

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SSA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Ruedi Wealth Management's FBTC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2025, closing a stake of 89 shares — an estimated $6.41K sold.

Ruedi Wealth Management first reported a position in FBTC in Q1 2025 and held it in 1 quarter. The position peaked at $6.41K in Q1 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 89 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $6.41K.
  • Ruedi Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and held it in 1 quarter.
  • Ruedi Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $6.41K in Q1 2025.
  • 623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.