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Winch Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Winch Advisory Services’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
-2,109
Closed -$101K – 472
2024
Q2 		$101K Hold
2,109
– – 0.03% 109
2024
Q1 		$120K Buy
+2,109
New +$92.8K 0.04% 103

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LPL Financial
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HighTower Advisors
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GWM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealthfront Advisers
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ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Winch Advisory Services's GBTC Position: Q3 2024 in Review

Winch Advisory Services sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 2,109 shares — an estimated $101K sold.

Winch Advisory Services first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $120K in Q1 2024. 621 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Winch Advisory Services reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 2,109 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $101K.
  • Winch Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Winch Advisory Services's Grayscale Bitcoin Trust position peaked at $120K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.