AssetMark Inc
LIT icon

AssetMark Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

AssetMark Inc’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
2024
Q1 		– Sell
-9
Closed -$458 – 2035
2023
Q4 		$458 Buy
+9
New +$446 ﹤0.01% 1684
2022
Q1 		– Sell
-100
Closed -$8K – 1667
2021
Q4 		$8K Buy
+100
New +$8.87K ﹤0.01% 1177

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AssetMark Inc's LIT Position: Q1 2024 in Review

AssetMark Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 9 shares — an estimated $458 sold.

AssetMark Inc first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • AssetMark Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • AssetMark Inc sold 9 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $458.
  • AssetMark Inc first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • AssetMark Inc's Global X Lithium & Battery Tech ETF position peaked at $8K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.