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Stewardship Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Stewardship 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 		– Sell
-8,353
Closed -$402K – 144
2024
Q2 		$402K Buy
8,353
+18
+0.2% +$948 0.13% 54
2024
Q1 		$476K Buy
+8,335
New +$367K 0.16% 52

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MCM
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LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Stewardship Advisors's GBTC Position: Q3 2024 in Review

Stewardship Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 8,353 shares — an estimated $402K sold.

Stewardship Advisors first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $476K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Stewardship Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Stewardship Advisors sold 8,353 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $402K.
  • Stewardship Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Stewardship Advisors's Grayscale Bitcoin Trust position peaked at $476K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Stewardship Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.