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Benjamin F. Edwards & Company’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Benjamin F. Edwards & Company’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
-18
Closed -$1K – 2191
2023
Q4 		$1K Buy
+18
New +$892 ﹤0.01% 2043
2023
Q3 		– Sell
-28
Closed -$2K – 1786
2023
Q2 		$2K Hold
28
– – ﹤0.01% 1672
2023
Q1 		$2K Hold
28
– – ﹤0.01% 1679
2022
Q4 		$2K Hold
28
– – ﹤0.01% 1731
2022
Q3 		$2K Sell
28
-100
-78% -$7.42K ﹤0.01% 1719
2022
Q2 		$9K Sell
128
-171
-57% -$12.2K ﹤0.01% 1405
2022
Q1 		$23K Sell
299
-37
-11% -$2.83K ﹤0.01% 1205
2021
Q4 		$28K Buy
336
+49
+17% +$4.34K ﹤0.01% 1162
2021
Q3 		$24K Hold
287
– – ﹤0.01% 1188
2021
Q2 		$21K Hold
287
– – ﹤0.01% 1214
2021
Q1 		$17K Buy
287
+100
+53% +$6.53K ﹤0.01% 1243
2020
Q4 		$12K Hold
187
– – ﹤0.01% 1252
2020
Q3 		$7K Sell
187
-50
-21% -$1.88K ﹤0.01% 1348
2020
Q2 		$8K Hold
237
– – ﹤0.01% 1330
2020
Q1 		$5K Hold
237
– – ﹤0.01% 1424
2019
Q4 		$6K Hold
237
– – ﹤0.01% 1558
2019
Q3 		$6K Hold
237
– – ﹤0.01% 1533
2019
Q2 		$6K Hold
237
– – ﹤0.01% 1564
2019
Q1 		$7K Hold
237
– – ﹤0.01% 1410
2018
Q4 		$6K Hold
237
– – ﹤0.01% 1408
2018
Q3 		$8K Hold
237
– – ﹤0.01% 1322
2018
Q2 		$8K Sell
237
-130
-35% -$4.35K ﹤0.01% 1323
2018
Q1 		$12K Buy
367
+130
+55% +$4.74K ﹤0.01% 1217
2017
Q4 		$9K Buy
237
+187
+374% +$7.35K ﹤0.01% 1236
2017
Q3 		$2K Buy
+50
New +$1.65K ﹤0.01% 1450

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Benjamin F. Edwards & Company's LIT Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 18 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in LIT in Q3 2017 and held it in 25 quarters. The position peaked at $28K in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 18 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 25 quarters.
  • Benjamin F. Edwards & Company's Global X Lithium & Battery Tech ETF position peaked at $28K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.