Aurora Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Aurora Private Wealth’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
2023 Q4	–	Sell	-4,506	Closed	-$249K	–	165
2023 Q3	$249K	Sell	4,506 -265	-6%	-$16.2K	0.28%	107
2023 Q2	$310K	Buy	4,771 +487	+11%	+$30.4K	0.35%	83
2023 Q1	$272K	Sell	4,284 -558	-12%	-$36K	0.29%	109
2022 Q4	$284K	Sell	4,842 -59	-1%	-$3.94K	0.32%	96
2022 Q3	$324K	Sell	4,901 -36	-0.7%	-$2.67K	0.15%	107
2022 Q2	$359K	Buy	4,937 +385	+8%	+$27.4K	0.16%	101
2022 Q1	$350K	Buy	4,552 +47	+1%	+$3.6K	0.14%	119
2021 Q4	$380K	Buy	4,505 +326	+8%	+$28.9K	0.16%	111
2021 Q3	$342K	Buy	4,179 +261	+7%	+$21.4K	0.14%	146
2021 Q2	$284K	Sell	3,918 -352	-8%	-$22.7K	0.11%	158
2021 Q1	$250K	Buy	+4,270	New	+$279K	0.1%	171

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Aurora Private Wealth's LIT Position: Q4 2023 in Review

Aurora Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,506 shares — an estimated $249K sold.

Aurora Private Wealth first reported a position in LIT in Q1 2021 and held it in 11 quarters. The position peaked at $380K in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Aurora Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Aurora Private Wealth sold 4,506 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $249K.
Aurora Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 11 quarters.
Aurora Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $380K in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Aurora Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.