PFGIA
TIGR

Patriot Financial Group Insurance Agency’s UP Fintech Holding TIGR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,800
Closed -$13K – 1808
2022
Q2 		$13K Hold
2,800
– – ﹤0.01% 1162
2022
Q1 		$14K Hold
2,800
– – ﹤0.01% 1239
2021
Q4 		$14K Hold
2,800
– – ﹤0.01% 1359
2021
Q3 		$30K Buy
+2,800
New +$43.9K 0.01% 1051

Other funds holding TIGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TIGR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of UP Fintech Holding (TIGR) in Q3 2022, closing a stake of 2,800 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in TIGR in Q3 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 52 funds tracked by Wall St. Rank hold TIGR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining UP Fintech Holding position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,800 UP Fintech Holding shares in Q3 2022, an estimated $13K.
  • Patriot Financial Group Insurance Agency first reported a position in UP Fintech Holding in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's UP Fintech Holding position peaked at $30K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held UP Fintech Holding as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.