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Zimmermann Investment Management & Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Zimmermann Investment Management & Planning’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
-12,207
Closed -$587K – 150
2024
Q2 		$587K Buy
12,207
+633
+5% +$33.3K 0.2% 71
2024
Q1 		$660K Buy
+11,574
New +$509K 0.24% 72

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MCM
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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

Zimmermann Investment Management & Planning's GBTC Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 12,207 shares — an estimated $587K sold.

Zimmermann Investment Management & Planning first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $660K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 12,207 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $587K.
  • Zimmermann Investment Management & Planning first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Grayscale Bitcoin Trust position peaked at $660K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.