BTI
LIT icon

Blue Trust Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Blue Trust 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
2023
Q2 		– Sell
-50
Closed -$3K – 2314
2023
Q1 		$3K Buy
50
+40
+400% +$2.58K ﹤0.01% 1929
2022
Q4 		$1K Hold
10
– – ﹤0.01% 2081
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1950
2022
Q2 		$1K Buy
+10
New +$711 ﹤0.01% 1797

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Blue Trust Inc's LIT Position: Q2 2023 in Review

Blue Trust Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 50 shares — an estimated $3K sold.

Blue Trust Inc first reported a position in LIT in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2023. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

  • Blue Trust Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 50 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $3K.
  • Blue Trust Inc first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's Global X Lithium & Battery Tech ETF position peaked at $3K in Q1 2023.
  • 421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.