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Cary Street Partners Investment Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-50
Closed -$2.76K – 1303
2023
Q3 		$2.76K Hold
50
– – ﹤0.01% 1607
2023
Q2 		$3.25K Buy
+50
New +$3.12K ﹤0.01% 1508

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PNC Financial Services Group
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Jane Street
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UBS Group
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Wells Fargo
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cary Street Partners Investment Advisory's LIT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 50 shares — an estimated $2.76K sold.

Cary Street Partners Investment Advisory first reported a position in LIT in Q2 2023 and held it in 2 quarters. The position peaked at $3.25K in Q2 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 50 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $2.76K.
  • Cary Street Partners Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Global X Lithium & Battery Tech ETF position peaked at $3.25K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.