Ellevest Inc’s Lite Strategy Inc LITS Stock Holding History

Ellevest Inc’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
2022 Q3	–	Sell	-34	Closed	–	–	1755
2022 Q2	$0	Buy	+34	New	+$370	﹤0.01%	1562
2021 Q4	–	Sell	-7	Closed	–	–	1553
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1503
2021 Q2	$0	Buy	+7	New	+$450	﹤0.01%	1355

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AFM

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

BVF Inc San Francisco, California $3.14B AUM 249.53% 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

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

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

Ellevest Inc's LITS Position: Q3 2022 in Review

Ellevest Inc sold out of Lite Strategy Inc (LITS) in Q3 2022, closing a stake of 34 shares.

Ellevest Inc first reported a position in LITS in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 61 funds tracked by Wall St. Rank hold LITS as of Q3 2022.

Ellevest Inc reported no remaining Lite Strategy Inc position as of Q3 2022 after selling out during the quarter.
Ellevest Inc sold 34 Lite Strategy Inc shares in Q3 2022.
Ellevest Inc first reported a position in Lite Strategy Inc in Q2 2021 and held it in 3 quarters.
Ellevest Inc's Lite Strategy Inc position peaked at $0 in Q2 2022.
61 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.