CA
LIT icon

Claro Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Claro Advisors’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
2024
Q2 		– Sell
-4,579
Closed -$207K – 446
2024
Q1 		$207K Sell
4,579
-4,524
-50% -$202K 0.04% 397
2023
Q4 		$464K Sell
9,103
-4,973
-35% -$247K 0.1% 224
2023
Q3 		$777K Sell
14,076
-1,061
-7% -$64.8K 0.19% 124
2023
Q2 		$984K Sell
15,137
-133
-0.9% -$8.29K 0.24% 99
2023
Q1 		$970K Sell
15,270
-958
-6% -$61.8K 0.28% 85
2022
Q4 		$951K Sell
16,228
-353
-2% -$23.6K 0.31% 83
2022
Q3 		$1.2M Hold
16,581
– – 0.48% 45
2022
Q2 		$1.2M Buy
16,581
+1,018
+7% +$72.4K 0.48% 45
2022
Q1 		$1.31M Hold
15,563
– – 0.47% 48
2021
Q4 		$1.31M Buy
15,563
+3,237
+26% +$287K 0.47% 48
2021
Q3 		$1.01M Buy
12,326
+2,231
+22% +$183K 0.42% 55
2021
Q2 		$731K Buy
10,095
+5,163
+105% +$332K 0.33% 80
2021
Q1 		$288K Buy
+4,932
New +$322K 0.15% 162

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Claro Advisors's LIT Position: Q2 2024 in Review

Claro Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,579 shares — an estimated $207K sold.

Claro Advisors first reported a position in LIT in Q1 2021 and held it in 13 quarters. The position peaked at $1.31M in Q1 2022. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Claro Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 4,579 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $207K.
  • Claro Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 13 quarters.
  • Claro Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.31M in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.