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WR Wealth Planners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

WR Wealth Planners’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$48.4K Hold
593
– – 0.02% 326
2024
Q3 		$32.9K Buy
+593
New +$31.6K 0.01% 401

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

WR Wealth Planners's FBTC Position: Q4 2024 in Review

WR Wealth Planners held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q4 2024 at 593 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #326.

WR Wealth Planners first reported a position in FBTC in Q3 2024 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • WR Wealth Planners held 593 shares of Fidelity Wise Origin Bitcoin Fund worth $48.4K as of Q4 2024.
  • WR Wealth Planners left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q4 2024.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #326 holding.
  • WR Wealth Planners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.