AWM
TIGR

Accel Wealth Management’s UP Fintech Holding TIGR Stock Holding History

Accel Wealth Management’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$6.66K – 790
2023
Q1 		$6.66K Hold
2,000
– – ﹤0.01% 972
2022
Q4 		$6.82K Sell
2,000
-1,000
-33% -$4.33K ﹤0.01% 777
2022
Q3 		$10K Hold
3,000
– – 0.01% 736
2022
Q2 		$13K Buy
3,000
+2,000
+200% +$8.5K 0.01% 654
2022
Q1 		$5K Buy
+1,000
New +$4.49K ﹤0.01% 814

Other funds holding TIGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accel Wealth Management's TIGR Position: Q2 2023 in Review

Accel Wealth Management sold out of UP Fintech Holding (TIGR) in Q2 2023, closing a stake of 2,000 shares — an estimated $6.66K sold.

Accel Wealth Management first reported a position in TIGR in Q1 2022 and held it in 5 quarters. The position peaked at $13K in Q2 2022. 54 funds tracked by Wall St. Rank hold TIGR as of Q2 2023.

  • Accel Wealth Management reported no remaining UP Fintech Holding position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,000 UP Fintech Holding shares in Q2 2023, an estimated $6.66K.
  • Accel Wealth Management first reported a position in UP Fintech Holding in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's UP Fintech Holding position peaked at $13K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.