BFG
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Bleakley Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bleakley Financial Group’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
2023
Q1 		– Sell
-3,801
Closed -$223K – 932
2022
Q4 		$223K Buy
+3,801
New +$254K 0.01% 768

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Bleakley Financial Group's LIT Position: Q1 2023 in Review

Bleakley Financial Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 3,801 shares — an estimated $223K sold.

Bleakley Financial Group first reported a position in LIT in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • Bleakley Financial Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 3,801 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $223K.
  • Bleakley Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 1 quarter.
  • Bleakley Financial Group's Global X Lithium & Battery Tech ETF position peaked at $223K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Bleakley Financial Group's 13F filing for Q1 2023, filed 12 May 2023.