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Beck Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Beck Capital 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
2022
Q4 		– Sell
-27,396
Closed -$1.81M – 137
2022
Q3 		$1.81M Buy
+27,396
New +$2.03M 0.78% 53
2018
Q1 		– Sell
-11,055
Closed -$428K – 125
2017
Q4 		$428K Buy
+11,055
New +$435K 0.19% 85

Other funds holding LIT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Beck Capital Management's LIT Position: Q4 2022 in Review

Beck Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 27,396 shares — an estimated $1.81M sold.

Beck Capital Management first reported a position in LIT in Q4 2017 and held it in 2 quarters. The position peaked at $1.81M in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Beck Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Beck Capital Management sold 27,396 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $1.81M.
  • Beck Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 2 quarters.
  • Beck Capital Management's Global X Lithium & Battery Tech ETF position peaked at $1.81M in Q3 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Beck Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.