1834 Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

1834 Investment Advisors’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-210	Closed	-$15K	–	342
2022 Q2	$15K	Hold	210	–	–	﹤0.01%	355
2022 Q1	$16K	Sell	210 -122	-37%	-$9.34K	﹤0.01%	323
2021 Q4	$28K	Buy	332 +110	+50%	+$9.75K	﹤0.01%	304
2021 Q3	$18K	Sell	222 -30	-12%	-$2.46K	﹤0.01%	350
2021 Q2	$18K	Hold	252	–	–	﹤0.01%	373
2021 Q1	$15K	Buy	252 +7	+3%	+$457	﹤0.01%	352
2020 Q4	$15K	Buy	245 +115	+88%	+$5.7K	﹤0.01%	343
2020 Q3	$5K	Buy	+130	New	+$4.89K	﹤0.01%	384

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1834 Investment Advisors's LIT Position: Q3 2022 in Review

1834 Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 210 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in LIT in Q3 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

1834 Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 210 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $15K.
1834 Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 8 quarters.
1834 Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $28K in Q4 2021.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.