Axiom Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Axiom Investment 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	-200	Closed	-$13K	–	266
2022 Q3	$13K	Buy	+200	New	+$14.9K	0.03%	242
2021 Q2	–	Sell	-100	Closed	-$6K	–	187
2021 Q1	$6K	Buy	+100	New	+$6.53K	﹤0.01%	186
2020 Q2	–	Sell	-100	Closed	-$2K	–	135
2020 Q1	$2K	Buy	+100	New	+$2.77K	﹤0.01%	116
2019 Q4	–	Sell	-100	Closed	-$2K	–	186
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	209
2019 Q2	$3K	Buy	+100	New	+$2.69K	﹤0.01%	449

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 $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $173B AUM 20.72% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Axiom Investment Management's LIT Position: Q4 2022 in Review

Axiom Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 200 shares — an estimated $13K sold.

Axiom Investment Management first reported a position in LIT in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Axiom Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 200 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $13K.
Axiom Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and held it in 5 quarters.
Axiom Investment Management's Global X Lithium & Battery Tech ETF position peaked at $13K in Q3 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.