Cedar Brook Financial Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cedar Brook Financial 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
2022 Q4	–	Sell	-3,078	Closed	-$203K	–	381
2022 Q3	$203K	Buy	3,078 +68	+2%	+$5.05K	0.07%	326
2022 Q2	$219K	Sell	3,010 -63	-2%	-$4.48K	0.07%	305
2022 Q1	$237K	Buy	3,073 +95	+3%	+$7.27K	0.06%	321
2021 Q4	$251K	Buy	+2,978	New	+$264K	0.06%	316

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AWA

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Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's LIT Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,078 shares — an estimated $203K sold.

Cedar Brook Financial Partners first reported a position in LIT in Q4 2021 and held it in 4 quarters. The position peaked at $251K in Q4 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Cedar Brook Financial Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,078 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $203K.
Cedar Brook Financial Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 4 quarters.
Cedar Brook Financial Partners's Global X Lithium & Battery Tech ETF position peaked at $251K in Q4 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.