BEI
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Benjamin Edwards Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Benjamin Edwards Inc’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
-13
Closed -$1K – 753
2022
Q3 		$1K Sell
13
-325
-96% -$24.1K ﹤0.01% 689
2022
Q2 		$25K Buy
+338
New +$24K 0.01% 498

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AWA
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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

Benjamin Edwards Inc's LIT Position: Q4 2022 in Review

Benjamin Edwards Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in LIT in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Benjamin Edwards Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 13 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 2 quarters.
  • Benjamin Edwards Inc's Global X Lithium & Battery Tech ETF position peaked at $25K in Q2 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Benjamin Edwards Inc's 13F filing for Q4 2022, filed 7 Feb 2023.