Commonwealth Equity Services
LITS

Commonwealth Equity Services’s Lite Strategy Inc LITS Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-2,005
Closed -$9 – 3887
2023
Q1 		$9 Hold
2,005
– – ﹤0.01% 3722
2022
Q4 		$9K Hold
2,005
– – ﹤0.01% 3651
2022
Q3 		$15K Hold
2,005
– – ﹤0.01% 3600
2022
Q2 		$24K Hold
2,005
– – ﹤0.01% 3557
2022
Q1 		$24K Hold
2,005
– – ﹤0.01% 3644
2021
Q4 		$107K Buy
2,005
+5
+0.3% +$279 ﹤0.01% 3441
2021
Q3 		$110K Hold
2,000
– – ﹤0.01% 3405
2021
Q2 		$114K Hold
2,000
– – ﹤0.01% 3379
2021
Q1 		$137K Buy
+2,000
New +$140K ﹤0.01% 3224

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
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's LITS Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Lite Strategy Inc (LITS) in Q2 2023, closing a stake of 2,005 shares — an estimated $9 sold.

Commonwealth Equity Services first reported a position in LITS in Q1 2021 and held it in 9 quarters. The position peaked at $137K in Q1 2021. 29 funds tracked by Wall St. Rank hold LITS as of Q2 2023.

  • Commonwealth Equity Services reported no remaining Lite Strategy Inc position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,005 Lite Strategy Inc shares in Q2 2023, an estimated $9.
  • Commonwealth Equity Services first reported a position in Lite Strategy Inc in Q1 2021 and held it in 9 quarters.
  • Commonwealth Equity Services's Lite Strategy Inc position peaked at $137K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.