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Amplius Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-175
Closed -$14K – 576
2021
Q4 		$14K Buy
+175
New +$15.5K ﹤0.01% 536

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Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PP
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Amplius Wealth Advisors's LIT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 175 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in LIT in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 175 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $14K.
  • Amplius Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $14K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.