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

Capital Performance 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
2024
Q4 		– Sell
-1
Closed -$38 – 1545
2024
Q3 		$38 Buy
+1
New +$38 ﹤0.01% 2818

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LPL Financial
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WH
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Jane Street
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Capital Performance Advisors's LIT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 1 share — an estimated $38 sold.

Capital Performance Advisors first reported a position in LIT in Q3 2024 and held it in 1 quarter. The position peaked at $38 in Q3 2024. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Global X Lithium & Battery Tech ETF share in Q4 2024, an estimated $38.
  • Capital Performance Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Global X Lithium & Battery Tech ETF position peaked at $38 in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.