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Barnett & Company’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Barnett & Company’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
Q1 		– Sell
-12
Closed -$1K – 184
2021
Q4 		$1K Hold
12
– – ﹤0.01% 274
2021
Q3 		$1K Buy
+12
New +$984 ﹤0.01% 202
2021
Q2 		– Sell
-19
Closed -$1K – 256
2021
Q1 		$1K Hold
19
– – ﹤0.01% 276
2020
Q4 		$1K Buy
+19
New +$942 ﹤0.01% 274

Other funds holding LIT

Mirae Asset Global Investments
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Barnett & Company's LIT Position: Q1 2022 in Review

Barnett & Company sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Barnett & Company first reported a position in LIT in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Barnett & Company reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 12 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $1K.
  • Barnett & Company first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 4 quarters.
  • Barnett & Company's Global X Lithium & Battery Tech ETF position peaked at $1K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.