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VitalStone Financial’s iShares Bitcoin Trust IBIT Stock Holding History

VitalStone Financial’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$622K Sell
17,213
-5,909
-26% -$205K 0.42% 52
2024
Q2 		$789K Buy
23,122
+20,560
+802% +$768K 0.57% 44
2024
Q1 		$104K Buy
+2,562
New +$79.9K 0.08% 133

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

VitalStone Financial's IBIT Position: Q3 2024 in Review

VitalStone Financial reduced its iShares Bitcoin Trust (IBIT) stake by 26% in Q3 2024, selling an estimated $205K and leaving 17,213 shares worth $622K. The position accounts for 0.42% of the portfolio, ranked #52.

VitalStone Financial first reported a position in IBIT in Q1 2024 and has held it in 3 quarters since. The position peaked at $789K in Q2 2024. 676 funds tracked by Wall St. Rank hold IBIT as of Q3 2024.

  • VitalStone Financial held 17,213 shares of iShares Bitcoin Trust worth $622K as of Q3 2024.
  • VitalStone Financial sold 5,909 iShares Bitcoin Trust shares in Q3 2024, an estimated $205K.
  • iShares Bitcoin Trust made up 0.42% of VitalStone Financial's portfolio in Q3 2024, its #52 holding.
  • VitalStone Financial first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • VitalStone Financial's iShares Bitcoin Trust position peaked at $789K in Q2 2024.
  • 676 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.