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Beaumont Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Beaumont Financial 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
2022
Q2 		– Sell
-10,163
Closed -$782K – 342
2022
Q1 		$782K Sell
10,163
-965
-9% -$73.8K 0.06% 167
2021
Q4 		$940K Buy
+11,128
New +$987K 0.07% 150

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Beaumont Financial Advisors's LIT Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 10,163 shares — an estimated $782K sold.

Beaumont Financial Advisors first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $940K in Q4 2021. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,163 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $782K.
  • Beaumont Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $940K in Q4 2021.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.