Valley National Advisers’s UP Fintech Holding TIGR Stock Holding History

Valley National Advisers’s Portfolio TIGR Stock Details TIGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100	Closed	–	–	975
2022 Q4	$0	Buy	+100	New	+$433	﹤0.01%	976

Other funds holding TIGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Valley National Advisers's TIGR Position: Q1 2023 in Review

Valley National Advisers sold out of UP Fintech Holding (TIGR) in Q1 2023, closing a stake of 100 shares.

Valley National Advisers first reported a position in TIGR in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 51 funds tracked by Wall St. Rank hold TIGR as of Q1 2023.

Valley National Advisers reported no remaining UP Fintech Holding position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 100 UP Fintech Holding shares in Q1 2023.
Valley National Advisers first reported a position in UP Fintech Holding in Q4 2022 and held it in 1 quarter.
Valley National Advisers's UP Fintech Holding position peaked at $0 in Q4 2022.
51 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.