SFA
LITS

Sequoia Financial Advisors’s Lite Strategy Inc LITS Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Sell
-531
Closed -$6K – 647
2022
Q1 		$6K Buy
+531
New +$20.9K ﹤0.01% 668

Other funds holding LITS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sequoia Financial Advisors's LITS Position: Q2 2022 in Review

Sequoia Financial Advisors sold out of Lite Strategy Inc (LITS) in Q2 2022, closing a stake of 531 shares — an estimated $6K sold.

Sequoia Financial Advisors first reported a position in LITS in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 66 funds tracked by Wall St. Rank hold LITS as of Q2 2022.

  • Sequoia Financial Advisors reported no remaining Lite Strategy Inc position as of Q2 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 531 Lite Strategy Inc shares in Q2 2022, an estimated $6K.
  • Sequoia Financial Advisors first reported a position in Lite Strategy Inc in Q1 2022 and held it in 1 quarter.
  • Sequoia Financial Advisors's Lite Strategy Inc position peaked at $6K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2022.

Based on Sequoia Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.