Covestor’s Lite Strategy Inc LITS Stock Holding History

Covestor’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	-2	Closed	–	–	2352
2022 Q4	$0	Sell	2 -9	-82%	-$59	﹤0.01%	2377
2022 Q3	$0	Hold	11	–	–	﹤0.01%	2347
2022 Q2	$0	Hold	11	–	–	﹤0.01%	2177
2022 Q1	$0	Buy	11 +1	+10%	+$39	﹤0.01%	2303
2021 Q4	$1K	Buy	+10	New	+$558	﹤0.01%	1832

Other funds holding LITS

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Covestor's LITS Position: Q1 2023 in Review

Covestor sold out of Lite Strategy Inc (LITS) in Q1 2023, closing a stake of 2 shares.

Covestor first reported a position in LITS in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 48 funds tracked by Wall St. Rank hold LITS as of Q1 2023.

Covestor reported no remaining Lite Strategy Inc position as of Q1 2023 after selling out during the quarter.
Covestor sold 2 Lite Strategy Inc shares in Q1 2023.
Covestor first reported a position in Lite Strategy Inc in Q4 2021 and held it in 5 quarters.
Covestor's Lite Strategy Inc position peaked at $1K in Q4 2021.
48 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.