Bourgeon Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bourgeon Capital Management’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	-306	Closed	-$15.6K	–	248
2023 Q4	$15.6K	Hold	306	–	–	﹤0.01%	218
2023 Q3	$16.9K	Buy	306 +1	+0.3%	+$61	﹤0.01%	206
2023 Q2	$19.8K	Hold	305	–	–	﹤0.01%	212
2023 Q1	$19.4K	Buy	305 +2	+0.7%	+$129	﹤0.01%	196
2022 Q4	$17.7K	Hold	303	–	–	﹤0.01%	207
2022 Q3	$20K	Buy	303 +1	+0.3%	+$74	0.01%	177
2022 Q2	$22K	Hold	302	–	–	0.01%	177
2022 Q1	$23K	Buy	+302	New	+$23.1K	0.01%	181

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bourgeon Capital Management's LIT Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 306 shares — an estimated $15.6K sold.

Bourgeon Capital Management first reported a position in LIT in Q1 2022 and held it in 8 quarters. The position peaked at $23K in Q1 2022. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Bourgeon Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 306 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $15.6K.
Bourgeon Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 8 quarters.
Bourgeon Capital Management's Global X Lithium & Battery Tech ETF position peaked at $23K in Q1 2022.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.