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

Clearview Wealth 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
2023 Q2	–	Sell	-42	Closed	-$2.69K	–	714
2023 Q1	$2.69K	Hold	42	–	–	﹤0.01%	492
2022 Q4	$2.46K	Hold	42	–	–	﹤0.01%	463
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	459
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	474
2022 Q1	$3K	Buy	42 +1	+2%	+$77	﹤0.01%	494
2021 Q4	$4K	Sell	41 -1	-2%	-$89	﹤0.01%	517
2021 Q3	$3K	Buy	42 +1	+2%	+$82	﹤0.01%	549
2021 Q2	$3K	Buy	41 +1	+3%	+$64	﹤0.01%	547
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	550
2020 Q4	$3K	Buy	+40	New	+$1.98K	﹤0.01%	485

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

GKWIM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Clearview Wealth Advisors's LIT Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 42 shares — an estimated $2.69K sold.

Clearview Wealth Advisors first reported a position in LIT in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Clearview Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 42 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $2.69K.
Clearview Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 10 quarters.
Clearview Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $4K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.