Consolidated Portfolio Review Corp’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Consolidated Portfolio Review Corp’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 Q1	–	Sell	-5,012	Closed	-$255K	–	305
2023 Q4	$255K	Sell	5,012 -2,238	-31%	-$111K	0.06%	257
2023 Q3	$400K	Sell	7,250 -164	-2%	-$10K	0.1%	198
2023 Q2	$482K	Buy	7,414 +1,744	+31%	+$109K	0.11%	169
2023 Q1	$360K	Buy	+5,670	New	+$366K	0.1%	192

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $67.7B AUM 51.91% 1-Year Est. Return

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Consolidated Portfolio Review Corp's LIT Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 5,012 shares — an estimated $255K sold.

Consolidated Portfolio Review Corp first reported a position in LIT in Q1 2023 and held it in 4 quarters. The position peaked at $482K in Q2 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Consolidated Portfolio Review Corp reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 5,012 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $255K.
Consolidated Portfolio Review Corp first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 4 quarters.
Consolidated Portfolio Review Corp's Global X Lithium & Battery Tech ETF position peaked at $482K in Q2 2023.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.