Sound Income Strategies’s Tiptree Inc TIPT Stock Holding History

Sound Income Strategies’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
2021 Q1	–	Sell	-1,800	Closed	-$9K	–	1051
2020 Q4	$9K	Hold	1,800	–	–	﹤0.01%	482
2020 Q3	$9K	Hold	1,800	–	–	﹤0.01%	443
2020 Q2	$12K	Hold	1,800	–	–	﹤0.01%	364
2020 Q1	$9K	Hold	1,800	–	–	﹤0.01%	362
2019 Q4	$15K	Hold	1,800	–	–	﹤0.01%	273
2019 Q3	$13K	Hold	1,800	–	–	﹤0.01%	276
2019 Q2	$11K	Hold	1,800	–	–	﹤0.01%	324
2019 Q1	$11K	Hold	1,800	–	–	0.01%	323
2018 Q4	$10K	Hold	1,800	–	–	0.01%	334
2018 Q3	$12K	Hold	1,800	–	–	0.01%	325
2018 Q2	$12K	Hold	1,800	–	–	0.01%	283
2018 Q1	$11K	Hold	1,800	–	–	0.01%	276
2017 Q4	$11K	Buy	+1,800	New	+$11.7K	0.01%	211

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sound Income Strategies's TIPT Position: Q1 2021 in Review

Sound Income Strategies sold out of Tiptree Inc (TIPT) in Q1 2021, closing a stake of 1,800 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in TIPT in Q4 2017 and held it in 13 quarters. The position peaked at $15K in Q4 2019. 53 funds tracked by Wall St. Rank hold TIPT as of Q1 2021.

Sound Income Strategies reported no remaining Tiptree Inc position as of Q1 2021 after selling out during the quarter.
Sound Income Strategies sold 1,800 Tiptree Inc shares in Q1 2021, an estimated $9K.
Sound Income Strategies first reported a position in Tiptree Inc in Q4 2017 and held it in 13 quarters.
Sound Income Strategies's Tiptree Inc position peaked at $15K in Q4 2019.
53 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2021.

Based on Sound Income Strategies's 13F filing for Q1 2021, filed 14 Apr 2021.