Andesa Financial Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Andesa Financial Management’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 Q4	–	Sell	-6,000	Closed	-$396K	–	150
2022 Q3	$396K	Buy	6,000 +3,000	+100%	+$223K	0.14%	102
2022 Q2	$218K	Sell	3,000 -700	-19%	-$49.8K	0.14%	129
2022 Q1	$285K	Hold	3,700	–	–	0.15%	117
2021 Q4	$312K	Hold	3,700	–	–	0.15%	121
2021 Q3	$303K	Sell	3,700 -3,700	-50%	-$303K	0.16%	110
2021 Q2	$536K	Hold	7,400	–	–	0.16%	88
2021 Q1	$433K	Buy	7,400 +3,620	+96%	+$237K	0.14%	98
2020 Q4	$234K	Sell	3,780 -3,780	-50%	-$187K	0.15%	108
2020 Q3	$303K	Buy	+7,560	New	+$284K	0.13%	115

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Andesa Financial Management's LIT Position: Q4 2022 in Review

Andesa Financial Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 6,000 shares — an estimated $396K sold.

Andesa Financial Management first reported a position in LIT in Q3 2020 and held it in 9 quarters. The position peaked at $536K in Q2 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Andesa Financial Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Andesa Financial Management sold 6,000 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $396K.
Andesa Financial Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 9 quarters.
Andesa Financial Management's Global X Lithium & Battery Tech ETF position peaked at $536K in Q2 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Andesa Financial Management's 13F filing for Q4 2022, filed 10 Feb 2023.