SFS
LITS

Sowell Financial Services’s Lite Strategy Inc LITS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-100
Closed -$7K – 1839
2021
Q1 		$7K Buy
+100
New +$6.99K ﹤0.01% 2468

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
BCM
Burrage Capital Management Boston, Massachusetts $99.7M AUM 66.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's LITS Position: Q2 2021 in Review

Sowell Financial Services sold out of Lite Strategy Inc (LITS) in Q2 2021, closing a stake of 100 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in LITS in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 109 funds tracked by Wall St. Rank hold LITS as of Q2 2021.

  • Sowell Financial Services reported no remaining Lite Strategy Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 Lite Strategy Inc shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Lite Strategy Inc in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Lite Strategy Inc position peaked at $7K in Q1 2021.
  • 109 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.