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Copperleaf Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Copperleaf Capital’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
2021
Q3 		– Sell
-22,694
Closed -$1.64M – 61
2021
Q2 		$1.64M Buy
+22,694
New +$1.46M 1.61% 21

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LPL Financial
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GKWIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Copperleaf Capital's LIT Position: Q3 2021 in Review

Copperleaf Capital sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2021, closing a stake of 22,694 shares — an estimated $1.64M sold.

Copperleaf Capital first reported a position in LIT in Q2 2021 and held it in 1 quarter. The position peaked at $1.64M in Q2 2021. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Copperleaf Capital reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Copperleaf Capital sold 22,694 Global X Lithium & Battery Tech ETF shares in Q3 2021, an estimated $1.64M.
  • Copperleaf Capital first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 1 quarter.
  • Copperleaf Capital's Global X Lithium & Battery Tech ETF position peaked at $1.64M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Copperleaf Capital's 13F filing for Q3 2021, filed 12 Nov 2021.