SPIA
LITS

Steward Partners Investment Advisory’s Lite Strategy Inc LITS Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-400
Closed -$22K – 3266
2021
Q3 		$22K Hold
400
– – ﹤0.01% 2282
2021
Q2 		$23K Buy
400
+25
+7% +$1.6K ﹤0.01% 4922
2021
Q1 		$25.7K Buy
+375
New +$26.2K ﹤0.01% 2353

Other funds holding LITS

MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Steward Partners Investment Advisory's LITS Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Lite Strategy Inc (LITS) in Q4 2021, closing a stake of 400 shares — an estimated $22K sold.

Steward Partners Investment Advisory first reported a position in LITS in Q1 2021 and held it in 3 quarters. The position peaked at $25.7K in Q1 2021. 107 funds tracked by Wall St. Rank hold LITS as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Lite Strategy Inc position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 Lite Strategy Inc shares in Q4 2021, an estimated $22K.
  • Steward Partners Investment Advisory first reported a position in Lite Strategy Inc in Q1 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Lite Strategy Inc position peaked at $25.7K in Q1 2021.
  • 107 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.