MFW
LITS

Meristem Family Wealth’s Lite Strategy Inc LITS Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-589
Closed -$31K – 379
2021
Q4 		$31K Hold
589
– – ﹤0.01% 389
2021
Q3 		$32K Buy
+589
New +$32.4K ﹤0.01% 414

Other funds holding LITS

NMC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return

Meristem Family Wealth's LITS Position: Q1 2022 in Review

Meristem Family Wealth sold out of Lite Strategy Inc (LITS) in Q1 2022, closing a stake of 589 shares — an estimated $31K sold.

Meristem Family Wealth first reported a position in LITS in Q3 2021 and held it in 2 quarters. The position peaked at $32K in Q3 2021. 92 funds tracked by Wall St. Rank hold LITS as of Q1 2022.

  • Meristem Family Wealth reported no remaining Lite Strategy Inc position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 589 Lite Strategy Inc shares in Q1 2022, an estimated $31K.
  • Meristem Family Wealth first reported a position in Lite Strategy Inc in Q3 2021 and held it in 2 quarters.
  • Meristem Family Wealth's Lite Strategy Inc position peaked at $32K in Q3 2021.
  • 92 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.