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Wagner Wealth Management (South Carolina)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wagner Wealth Management (South Carolina)’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
-5,165
Closed -$248K – 244
2024
Q2 		$248K Buy
+5,165
New +$272K 0.07% 115

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Wagner Wealth Management (South Carolina)'s GBTC Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 5,165 shares — an estimated $248K sold.

Wagner Wealth Management (South Carolina) first reported a position in GBTC in Q2 2024 and held it in 1 quarter. The position peaked at $248K in Q2 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 5,165 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $248K.
  • Wagner Wealth Management (South Carolina) first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Grayscale Bitcoin Trust position peaked at $248K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.