AWM
TIGR

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

Activest 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
Q1 		– Sell
-2,000
Closed -$6.82K – 537
2022
Q4 		$6.82K Hold
2,000
– – ﹤0.01% 334
2022
Q3 		$7K Buy
+2,000
New +$7.63K ﹤0.01% 331

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
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Activest Wealth Management's TIGR Position: Q1 2023 in Review

Activest Wealth Management sold out of UP Fintech Holding (TIGR) in Q1 2023, closing a stake of 2,000 shares — an estimated $6.82K sold.

Activest Wealth Management first reported a position in TIGR in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 51 funds tracked by Wall St. Rank hold TIGR as of Q1 2023.

  • Activest Wealth Management reported no remaining UP Fintech Holding position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 2,000 UP Fintech Holding shares in Q1 2023, an estimated $6.82K.
  • Activest Wealth Management first reported a position in UP Fintech Holding in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's UP Fintech Holding position peaked at $7K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.