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

Baldwin 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
2024 Q4	–	Sell	-1,420	Closed	-$61.9K	–	677
2024 Q3	$61.9K	Hold	1,420	–	–	﹤0.01%	506
2024 Q2	$55.1K	Hold	1,420	–	–	﹤0.01%	333
2024 Q1	$64.3K	Hold	1,420	–	–	﹤0.01%	334
2023 Q4	$72.3K	Sell	1,420 -35	-2%	-$1.74K	0.01%	324
2023 Q3	$80.3K	Hold	1,455	–	–	0.01%	325
2023 Q2	$94.6K	Hold	1,455	–	–	0.01%	328
2023 Q1	$92.5K	Hold	1,455	–	–	0.01%	333
2022 Q4	$85.3K	Sell	1,455 -150	-9%	-$10K	0.01%	334
2022 Q3	$106K	Hold	1,605	–	–	0.01%	236
2022 Q2	$117K	Buy	1,605 +35	+2%	+$2.49K	0.02%	239
2022 Q1	$121K	Buy	+1,570	New	+$120K	0.01%	254
2019 Q4	–	Sell	-206	Closed	-$5K	–	549
2019 Q3	$5K	Hold	206	–	–	﹤0.01%	476
2019 Q2	$5K	Hold	206	–	–	﹤0.01%	470
2019 Q1	$6K	Hold	206	–	–	﹤0.01%	467
2018 Q4	$6K	Sell	206 -92	-31%	-$2.8K	﹤0.01%	461
2018 Q3	$10K	Buy	298 +206	+224%	+$6.66K	﹤0.01%	466
2018 Q2	$3K	Hold	92	–	–	﹤0.01%	491
2018 Q1	$3K	Hold	92	–	–	﹤0.01%	468
2017 Q4	$4K	Hold	92	–	–	﹤0.01%	443
2017 Q3	$3K	Buy	+92	New	+$3.04K	﹤0.01%	455

Other funds holding LIT

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baldwin Wealth Partners's LIT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 1,420 shares — an estimated $61.9K sold.

Baldwin Wealth Partners first reported a position in LIT in Q3 2017 and held it in 20 quarters. The position peaked at $121K in Q1 2022. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,420 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $61.9K.
Baldwin Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 20 quarters.
Baldwin Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $121K in Q1 2022.
267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.