LTFS
TIGR

Ladenburg Thalmann Financial Services’s UP Fintech Holding TIGR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$14K Sell
3,900
-1,700
-30% -$6.44K ﹤0.01% 4330
2019
Q3 		$24K Buy
5,600
+2,825
+102% +$12.9K ﹤0.01% 3931
2019
Q2 		$15K Buy
+2,775
New +$26.7K ﹤0.01% 4238

Other funds holding TIGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SCM
Stevens Capital Management Radnor, Pennsylvania $649M AUM 27.37% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TIGR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its UP Fintech Holding (TIGR) stake by 30% in Q4 2019, selling an estimated $6.44K and leaving 3,900 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4330.

Ladenburg Thalmann Financial Services first reported a position in TIGR in Q2 2019 and has held it in 3 quarters since. The position peaked at $24K in Q3 2019. 13 funds tracked by Wall St. Rank hold TIGR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,900 shares of UP Fintech Holding worth $14K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,700 UP Fintech Holding shares in Q4 2019, an estimated $6.44K.
  • UP Fintech Holding made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4330 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UP Fintech Holding in Q2 2019 and has held it in 3 quarters since.
  • Ladenburg Thalmann Financial Services's UP Fintech Holding position peaked at $24K in Q3 2019.
  • 13 funds tracked by Wall St. Rank held UP Fintech Holding as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.