Charter Oak Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Charter Oak Capital Management’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 Q3	–	Sell	-142	Closed	-$10K	–	555
2022 Q2	$10K	Hold	142	–	–	﹤0.01%	594
2022 Q1	$11K	Sell	142 -23	-14%	-$1.76K	﹤0.01%	613
2021 Q4	$14K	Hold	165	–	–	﹤0.01%	572
2021 Q3	$14K	Buy	165 +23	+16%	+$1.89K	﹤0.01%	519
2021 Q2	$10K	Buy	+142	New	+$9.14K	﹤0.01%	569

Other funds holding LIT

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

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

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

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

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

GKWIM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Charter Oak Capital Management's LIT Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 142 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in LIT in Q2 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Charter Oak Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 142 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $10K.
Charter Oak Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 5 quarters.
Charter Oak Capital Management's Global X Lithium & Battery Tech ETF position peaked at $14K in Q4 2021.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.