NewEdge Advisors’s Tiptree Inc TIPT Stock Holding History

NewEdge Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-907	Closed	-$15.7K	–	3997
2024 Q1	$15.7K	Buy	+907	New	+$16.3K	﹤0.01%	2708

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

BICM

Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

NewEdge Advisors's TIPT Position: Q2 2024 in Review

NewEdge Advisors sold out of Tiptree Inc (TIPT) in Q2 2024, closing a stake of 907 shares — an estimated $15.7K sold.

NewEdge Advisors first reported a position in TIPT in Q1 2024 and held it in 1 quarter. The position peaked at $15.7K in Q1 2024. 114 funds tracked by Wall St. Rank hold TIPT as of Q2 2024.

NewEdge Advisors reported no remaining Tiptree Inc position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 907 Tiptree Inc shares in Q2 2024, an estimated $15.7K.
NewEdge Advisors first reported a position in Tiptree Inc in Q1 2024 and held it in 1 quarter.
NewEdge Advisors's Tiptree Inc position peaked at $15.7K in Q1 2024.
114 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.