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Altus Wealth Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-58
Closed -$4K – 503
2020
Q4 		$4K Buy
+58
New +$2.88K ﹤0.01% 693

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PS
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LPL Financial
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $67.7B AUM 51.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Altus Wealth Group's LIT Position: Q1 2021 in Review

Altus Wealth Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2021, closing a stake of 58 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in LIT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 269 funds tracked by Wall St. Rank hold LIT as of Q1 2021.

  • Altus Wealth Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 58 Global X Lithium & Battery Tech ETF shares in Q1 2021, an estimated $4K.
  • Altus Wealth Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Global X Lithium & Battery Tech ETF position peaked at $4K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.