Castleview Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Castleview Partners’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 Q2	–	Sell	-142	Closed	-$9.02K	–	711
2023 Q1	$9.02K	Hold	142	–	–	0.01%	433
2022 Q4	$8.32K	Hold	142	–	–	0.01%	395
2022 Q3	$9K	Sell	142 -3,511	-96%	-$261K	0.01%	395
2022 Q2	$1.09M	Buy	3,653 +3,367	+1,177%	+$239K	0.86%	19
2022 Q1	$22K	Sell	286 -23,863	-99%	-$1.83M	0.01%	420
2021 Q4	$286	Buy	+24,149	New	+$2.14M	﹤0.01%	616
2021 Q2	$13K	Buy	+186	New	+$12K	0.01%	634

Other funds holding LIT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Castleview Partners's LIT Position: Q2 2023 in Review

Castleview Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 142 shares — an estimated $9.02K sold.

Castleview Partners first reported a position in LIT in Q2 2021 and held it in 7 quarters. The position peaked at $1.09M in Q2 2022. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Castleview Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 142 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $9.02K.
Castleview Partners first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 7 quarters.
Castleview Partners's Global X Lithium & Battery Tech ETF position peaked at $1.09M in Q2 2022.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.