Truist Financial
LITS

Truist Financial’s Lite Strategy Inc LITS Stock Holding History

Truist Financial’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
Q1 		– Sell
-2,963
Closed -$158K – 2774
2021
Q4 		$158K Hold
2,963
– – ﹤0.01% 2633
2021
Q3 		$164K Hold
2,963
– – ﹤0.01% 2604
2021
Q2 		$169K Hold
2,963
– – ﹤0.01% 2612
2021
Q1 		$203K Hold
2,963
– – ﹤0.01% 2487
2020
Q4 		$156K Buy
2,963
+1,500
+103% +$86.5K ﹤0.01% 2426
2020
Q3 		$92K Hold
1,463
– – ﹤0.01% 2365
2020
Q2 		$121K Hold
1,463
– – ﹤0.01% 2271
2020
Q1 		$47K Hold
1,463
– – ﹤0.01% 2305
2019
Q4 		$72K Buy
+1,463
New +$54.4K ﹤0.01% 2436

Other funds holding LITS

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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Truist Financial's LITS Position: Q1 2022 in Review

Truist Financial sold out of Lite Strategy Inc (LITS) in Q1 2022, closing a stake of 2,963 shares — an estimated $158K sold.

Truist Financial first reported a position in LITS in Q4 2019 and held it in 9 quarters. The position peaked at $203K in Q1 2021. 92 funds tracked by Wall St. Rank hold LITS as of Q1 2022.

  • Truist Financial reported no remaining Lite Strategy Inc position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 2,963 Lite Strategy Inc shares in Q1 2022, an estimated $158K.
  • Truist Financial first reported a position in Lite Strategy Inc in Q4 2019 and held it in 9 quarters.
  • Truist Financial's Lite Strategy Inc position peaked at $203K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.