Baystate Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Baystate Wealth 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
2023 Q4	$6.98K	Hold	137	–	–	﹤0.01%	807
2023 Q3	$7.56K	Buy	137 +1	+0.7%	+$61	﹤0.01%	629
2023 Q2	$8.88K	Hold	136	–	–	﹤0.01%	593
2023 Q1	$8.68K	Sell	136 -1	-0.7%	-$65	﹤0.01%	586
2022 Q4	$8K	Hold	137	–	–	﹤0.01%	620
2022 Q3	$9K	Sell	137 -229	-63%	-$17K	﹤0.01%	559
2022 Q2	$27K	Sell	366 -118	-24%	-$8.39K	﹤0.01%	409
2022 Q1	$37K	Sell	484 -87	-15%	-$6.66K	﹤0.01%	368
2021 Q4	$48K	Buy	571 +205	+56%	+$18.2K	﹤0.01%	331
2021 Q3	$30K	Buy	366 +64	+21%	+$5.25K	﹤0.01%	357
2021 Q2	$22K	Buy	302 +73	+32%	+$4.7K	﹤0.01%	380
2021 Q1	$13K	Hold	229	–	–	﹤0.01%	437
2020 Q4	$14K	Hold	229	–	–	﹤0.01%	397
2020 Q3	$9K	Buy	+229	New	+$8.62K	﹤0.01%	407

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

Baystate Wealth Management's LIT Position: Q4 2023 in Review

Baystate Wealth Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2023 at 137 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Baystate Wealth Management first reported a position in LIT in Q3 2020 and has held it in 14 quarters since. The position peaked at $48K in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Baystate Wealth Management held 137 shares of Global X Lithium & Battery Tech ETF worth $6.98K as of Q4 2023.
Baystate Wealth Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2023.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #807 holding.
Baystate Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $48K in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.