SPC
LITS

Sigma Planning Corp’s Lite Strategy Inc LITS Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-32,053
Closed -$248K – 1309
2022
Q3 		$248K Buy
32,053
+443
+1% +$4.57K 0.01% 1020
2022
Q2 		$382K Buy
31,610
+10,662
+51% +$116K 0.01% 869
2022
Q1 		$252K Buy
20,948
+13,030
+165% +$512K 0.01% 1146
2021
Q4 		$423K Buy
7,918
+700
+10% +$39K 0.01% 917
2021
Q3 		$398K Buy
7,218
+2,995
+71% +$165K 0.01% 921
2021
Q2 		$241K Buy
4,223
+250
+6% +$16.1K 0.01% 1196
2021
Q1 		$273K Hold
3,973
– – 0.01% 1046
2020
Q4 		$210K Buy
3,973
+625
+19% +$36.1K 0.01% 1084
2020
Q3 		$209K Buy
+3,348
New +$202K 0.01% 943

Other funds holding LITS

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Sigma Planning Corp's LITS Position: Q4 2022 in Review

Sigma Planning Corp sold out of Lite Strategy Inc (LITS) in Q4 2022, closing a stake of 32,053 shares — an estimated $248K sold.

Sigma Planning Corp first reported a position in LITS in Q3 2020 and held it in 9 quarters. The position peaked at $423K in Q4 2021. 51 funds tracked by Wall St. Rank hold LITS as of Q4 2022.

  • Sigma Planning Corp reported no remaining Lite Strategy Inc position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 32,053 Lite Strategy Inc shares in Q4 2022, an estimated $248K.
  • Sigma Planning Corp first reported a position in Lite Strategy Inc in Q3 2020 and held it in 9 quarters.
  • Sigma Planning Corp's Lite Strategy Inc position peaked at $423K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.