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Atwood & Palmer’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Atwood & Palmer’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
Closed – – 387
2022
Q2 		$0 Buy
+2
New +$142 ﹤0.01% 426

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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

Atwood & Palmer's LIT Position: Q3 2022 in Review

Atwood & Palmer sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2 shares.

Atwood & Palmer first reported a position in LIT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Atwood & Palmer reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Atwood & Palmer sold 2 Global X Lithium & Battery Tech ETF shares in Q3 2022.
  • Atwood & Palmer first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 1 quarter.
  • Atwood & Palmer's Global X Lithium & Battery Tech ETF position peaked at $0 in Q2 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.