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Berman Capital Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Berman Capital 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
2021
Q3 		$369K Buy
4,511
+412
+10% +$33.8K 0.06% 169
2021
Q2 		$297K Hold
4,099
– – 0.05% 178
2021
Q1 		$239K Buy
+4,099
New +$268K 0.05% 173

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Berman Capital Advisors's LIT Position: Q3 2021 in Review

Berman Capital Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 10% in Q3 2021, buying an estimated $33.8K and bringing the position to 4,511 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #169.

Berman Capital Advisors first reported a position in LIT in Q1 2021 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Berman Capital Advisors held 4,511 shares of Global X Lithium & Battery Tech ETF worth $369K as of Q3 2021.
  • Berman Capital Advisors bought 412 Global X Lithium & Battery Tech ETF shares in Q3 2021, an estimated $33.8K.
  • Global X Lithium & Battery Tech ETF made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #169 holding.
  • Berman Capital Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.