FWM
TIGR

Focused Wealth Management’s UP Fintech Holding TIGR Stock Holding History

Focused Wealth Management’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,000
Closed -$5.87K – 892
2023
Q4 		$5.87K Buy
+12,000
New +$55.4K ﹤0.01% 633

Other funds holding TIGR

S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Focused Wealth Management's TIGR Position: Q3 2024 in Review

Focused Wealth Management sold out of UP Fintech Holding (TIGR) in Q3 2024, closing a stake of 11,000 shares — an estimated $46.2K sold.

Focused Wealth Management first reported a position in TIGR in Q1 2021 and held it in 4 quarters. The position peaked at $53K in Q1 2021. 71 funds tracked by Wall St. Rank hold TIGR as of Q3 2024.

  • Focused Wealth Management reported no remaining UP Fintech Holding position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 11,000 UP Fintech Holding shares in Q3 2024, an estimated $46.2K.
  • Focused Wealth Management first reported a position in UP Fintech Holding in Q1 2021 and held it in 4 quarters.
  • Focused Wealth Management's UP Fintech Holding position peaked at $53K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held UP Fintech Holding as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.