Beacon Pointe Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Beacon Pointe Advisors’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 Q1	–	Sell	-5,032	Closed	-$256K	–	1384
2023 Q4	$256K	Sell	5,032 -472	-9%	-$23.4K	﹤0.01%	1126
2023 Q3	$304K	Buy	5,504 +516	+10%	+$31.5K	﹤0.01%	1064
2023 Q2	$324K	Sell	4,988 -178	-3%	-$11.1K	0.01%	864
2023 Q1	$328K	Sell	5,166 -1,414	-21%	-$91.2K	0.01%	902
2022 Q4	$386K	Sell	6,580 -10	-0.2%	-$668	0.01%	779
2022 Q3	$436K	Buy	6,590 +551	+9%	+$40.9K	0.01%	682
2022 Q2	$440K	Sell	6,039 -290	-5%	-$20.6K	0.01%	689
2022 Q1	$487K	Buy	6,329 +1,687	+36%	+$129K	0.01%	813
2021 Q4	$392K	Buy	4,642 +941	+25%	+$83.4K	0.01%	636
2021 Q3	$303K	Sell	3,701 -33	-0.9%	-$2.71K	0.01%	703
2021 Q2	$271K	Buy	+3,734	New	+$240K	0.01%	694

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

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

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

Beacon Pointe Advisors's LIT Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 5,032 shares — an estimated $256K sold.

Beacon Pointe Advisors first reported a position in LIT in Q2 2021 and held it in 11 quarters. The position peaked at $487K in Q1 2022. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Beacon Pointe Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 5,032 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $256K.
Beacon Pointe Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 11 quarters.
Beacon Pointe Advisors's Global X Lithium & Battery Tech ETF position peaked at $487K in Q1 2022.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.