CIC Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CIC Wealth’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 Q3	–	Sell	-4,129	Closed	-$268K	–	159
2023 Q2	$268K	Sell	4,129 -1,345	-25%	-$83.8K	0.09%	122
2023 Q1	$348K	Sell	5,474 -142	-3%	-$9.16K	0.13%	106
2022 Q4	$329K	Buy	+5,616	New	+$375K	0.14%	109

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIC Wealth's LIT Position: Q3 2023 in Review

CIC Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 4,129 shares — an estimated $268K sold.

CIC Wealth first reported a position in LIT in Q4 2022 and held it in 3 quarters. The position peaked at $348K in Q1 2023. 385 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

CIC Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
CIC Wealth sold 4,129 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $268K.
CIC Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 3 quarters.
CIC Wealth's Global X Lithium & Battery Tech ETF position peaked at $348K in Q1 2023.
385 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on CIC Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.