Carroll Financial Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Carroll Financial Associates’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
2021 Q4	$376K	Buy	4,502 +128	+3%	+$11.3K	0.02%	281
2021 Q3	$358K	Buy	4,374 +103	+2%	+$8.44K	0.02%	285
2021 Q2	$309K	Buy	4,271 +884	+26%	+$56.9K	0.02%	324
2021 Q1	$198K	Buy	3,387 +2,329	+220%	+$152K	0.01%	392
2020 Q4	$65K	Buy	+1,058	New	+$52.5K	﹤0.01%	627
2018 Q1	–	Sell	-2,950	Closed	-$114K	–	1294
2017 Q4	$114K	Buy	+2,950	New	+$116K	0.01%	348

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Carroll Financial Associates's LIT Position: Q4 2021 in Review

Carroll Financial Associates increased its Global X Lithium & Battery Tech ETF (LIT) stake by 2.9% in Q4 2021, buying an estimated $11.3K and bringing the position to 4,502 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #281.

Carroll Financial Associates first reported a position in LIT in Q4 2017 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

Carroll Financial Associates held 4,502 shares of Global X Lithium & Battery Tech ETF worth $376K as of Q4 2021.
Carroll Financial Associates bought 128 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $11.3K.
Global X Lithium & Battery Tech ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #281 holding.
Carroll Financial Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.