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

Breiter 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
2022
Q1 		$644K Sell
8,366
-440
-5% -$33.7K 0.32% 71
2021
Q4 		$744K Buy
8,806
+1,487
+20% +$132K 0.36% 67
2021
Q3 		$600K Buy
+7,319
New +$600K 0.34% 75

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Breiter Capital Management's LIT Position: Q1 2022 in Review

Breiter Capital Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 5% in Q1 2022, selling an estimated $33.7K and leaving 8,366 shares worth $644K. The position accounts for 0.32% of the portfolio, ranked #71.

Breiter Capital Management first reported a position in LIT in Q3 2021 and has held it in 3 quarters since. The position peaked at $744K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Breiter Capital Management held 8,366 shares of Global X Lithium & Battery Tech ETF worth $644K as of Q1 2022.
  • Breiter Capital Management sold 440 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $33.7K.
  • Global X Lithium & Battery Tech ETF made up 0.32% of Breiter Capital Management's portfolio in Q1 2022, its #71 holding.
  • Breiter Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 3 quarters since.
  • Breiter Capital Management's Global X Lithium & Battery Tech ETF position peaked at $744K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.