CPIG
LITS

Chicago Partners Investment Group’s Lite Strategy Inc LITS Stock Holding History

Chicago Partners Investment Group’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$3.47K – 679
2022
Q4 		$3.47K Hold
500
– – ﹤0.01% 641
2022
Q3 		$3K Hold
500
– – ﹤0.01% 584
2022
Q2 		$5K Sell
500
-43
-8% -$468 ﹤0.01% 591
2022
Q1 		$5K Buy
+543
New +$21.3K ﹤0.01% 563

Other funds holding LITS

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chicago Partners Investment Group's LITS Position: Q1 2023 in Review

Chicago Partners Investment Group sold out of Lite Strategy Inc (LITS) in Q1 2023, closing a stake of 500 shares — an estimated $3.47K sold.

Chicago Partners Investment Group first reported a position in LITS in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 48 funds tracked by Wall St. Rank hold LITS as of Q1 2023.

  • Chicago Partners Investment Group reported no remaining Lite Strategy Inc position as of Q1 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 500 Lite Strategy Inc shares in Q1 2023, an estimated $3.47K.
  • Chicago Partners Investment Group first reported a position in Lite Strategy Inc in Q1 2022 and held it in 4 quarters.
  • Chicago Partners Investment Group's Lite Strategy Inc position peaked at $5K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q1 2023.

Based on Chicago Partners Investment Group's 13F filing for Q1 2023, filed 26 Apr 2023.