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All Terrain Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

All Terrain Financial 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
-2,992
Closed -$217K – 83
2022
Q2 		$217K Hold
2,992
– – 0.09% 73
2022
Q1 		$230K Hold
2,992
– – 0.09% 82
2021
Q4 		$253K Sell
2,992
-453
-13% -$40.2K 0.1% 72
2021
Q3 		$282K Buy
3,445
+60
+2% +$4.92K 0.12% 63
2021
Q2 		$245K Buy
+3,385
New +$218K 0.11% 76
2021
Q1 		– Sell
-3,385
Closed -$210K – 101
2020
Q4 		$210K Buy
+3,385
New +$168K 0.08% 76
2020
Q3 		– Sell
-6,535
Closed -$207K – 100
2020
Q2 		$207K Buy
+6,535
New +$176K 0.08% 82
2020
Q1 		– Sell
-11,315
Closed -$309K – 208
2019
Q4 		$309K Sell
11,315
-1,250
-10% -$31.9K 0.1% 113
2019
Q3 		$306K Hold
12,565
– – 0.1% 114
2019
Q2 		$328K Sell
12,565
-450
-3% -$12.1K 0.11% 105
2019
Q1 		$368K Sell
13,015
-1,480
-10% -$42.2K 0.13% 101
2018
Q4 		$391K Sell
14,495
-3,985
-22% -$121K 0.16% 83
2018
Q3 		$609K Sell
18,480
-4,150
-18% -$134K 0.25% 65
2018
Q2 		$736K Sell
22,630
-375
-2% -$12.5K 0.33% 56
2018
Q1 		$759K Buy
23,005
+2,100
+10% +$76.5K 0.35% 62
2017
Q4 		$810K Buy
+20,905
New +$822K 0.37% 55

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

All Terrain Financial Advisors's LIT Position: Q3 2022 in Review

All Terrain Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,992 shares — an estimated $217K sold.

All Terrain Financial Advisors first reported a position in LIT in Q4 2017 and held it in 16 quarters. The position peaked at $810K in Q4 2017. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • All Terrain Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,992 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $217K.
  • All Terrain Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 16 quarters.
  • All Terrain Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $810K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on All Terrain Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.