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Stephens Inc’s Grayscale Bitcoin Trust GBTC Stock Holding History

Stephens Inc’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
-4,044
Closed -$231K – 1304
2024
Q1 		$231K Buy
+4,044
New +$178K ﹤0.01% 1104

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MCM
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LPL Financial
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BFM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
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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

Stephens Inc's GBTC Position: Q2 2024 in Review

Stephens Inc sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 4,044 shares — an estimated $231K sold.

Stephens Inc first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Stephens Inc reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 4,044 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $231K.
  • Stephens Inc first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Stephens Inc's Grayscale Bitcoin Trust position peaked at $231K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.