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

Cerity Partners OCIO’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
-13,251
Closed -$876K – 437
2022
Q3 		$876K Buy
+13,251
New +$984K 0.03% 250
2022
Q1 		– Sell
-3,664
Closed -$309K – 439
2021
Q4 		$309K Buy
+3,664
New +$325K 0.01% 359

Other funds holding LIT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners OCIO's LIT Position: Q4 2022 in Review

Cerity Partners OCIO sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 13,251 shares — an estimated $876K sold.

Cerity Partners OCIO first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $876K in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Cerity Partners OCIO reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 13,251 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $876K.
  • Cerity Partners OCIO first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • Cerity Partners OCIO's Global X Lithium & Battery Tech ETF position peaked at $876K in Q3 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.