Balboa Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Balboa Wealth Partners’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	-3,891	Closed	-$215K	–	306
2023 Q3	$215K	Buy	3,891 +4	+0.1%	+$244	0.08%	197
2023 Q2	$253K	Sell	3,887 -1,018	-21%	-$63.5K	0.09%	187
2023 Q1	$312K	Sell	4,905 -113	-2%	-$7.29K	0.12%	157
2022 Q4	$294K	Sell	5,018 -82	-2%	-$5.48K	0.13%	157
2022 Q3	$337K	Buy	+5,100	New	+$379K	0.15%	124

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 $299B AUM 28.69% 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

Balboa Wealth Partners's LIT Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 3,891 shares — an estimated $215K sold.

Balboa Wealth Partners first reported a position in LIT in Q3 2022 and held it in 5 quarters. The position peaked at $337K in Q3 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Balboa Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Balboa Wealth Partners sold 3,891 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $215K.
Balboa Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and held it in 5 quarters.
Balboa Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $337K in Q3 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.