Envestnet Asset Management’s UP Fintech Holding TIGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$673K Sell
106,793
-178,321
-63% -$1.45M ﹤0.01% 3721
2025
Q4
$2.73M Buy
285,114
+56,185
+25% +$536K ﹤0.01% 2604
2025
Q3
$2.44M Buy
228,929
+10,449
+5% +$112K ﹤0.01% 2756
2025
Q2
$2.11M Buy
218,480
+38,148
+21% +$319K ﹤0.01% 2789
2025
Q1
$1.55M Sell
180,332
-8,422
-4% -$62.9K ﹤0.01% 2898
2024
Q4
$1.22M Buy
+188,754
New +$1.3M ﹤0.01% 3029
2022
Q3
Sell
-11,999
Closed -$57K 4037
2022
Q2
$57K Hold
11,999
﹤0.01% 3810
2022
Q1
$59K Sell
11,999
-87
-0.7% -$390 ﹤0.01% 3848
2021
Q4
$59K Buy
+12,086
New +$84.6K ﹤0.01% 3798

Other funds holding TIGR