Core Wealth Advisors (Florida)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Core Wealth Advisors (Florida)’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	-747	Closed	-$33.8K	–	154
2024 Q1	$33.8K	Hold	747	–	–	0.01%	118
2023 Q4	$38.1K	Hold	747	–	–	0.01%	103
2023 Q3	$41.2K	Hold	747	–	–	0.02%	85
2023 Q2	$48.6K	Hold	747	–	–	0.02%	82
2023 Q1	$47.5K	Hold	747	–	–	0.02%	81
2022 Q4	$43.8K	Hold	747	–	–	0.02%	86
2022 Q3	$49K	Hold	747	–	–	0.03%	67
2022 Q2	$54K	Hold	747	–	–	0.03%	67
2022 Q1	$58K	Sell	747 -544	-42%	-$41.6K	0.03%	69
2021 Q4	$109K	Sell	1,291 -103	-7%	-$9.13K	0.07%	57
2021 Q3	$114K	Hold	1,394	–	–	0.08%	60
2021 Q2	$101K	Sell	1,394 -1,905	-58%	-$123K	0.07%	54
2021 Q1	$193K	Buy	3,299 +1,905	+137%	+$124K	0.17%	31
2020 Q4	$86K	Hold	1,394	–	–	0.08%	38
2020 Q3	$56K	Hold	1,394	–	–	0.05%	49
2020 Q2	$44K	Buy	1,394 +1,080	+344%	+$29.1K	0.04%	57
2020 Q1	$7K	Hold	314	–	–	0.01%	93
2019 Q4	$9K	Buy	+314	New	+$8.02K	0.01%	90

Other funds holding LIT

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

Core Wealth Advisors (Florida)'s LIT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 747 shares — an estimated $33.8K sold.

Core Wealth Advisors (Florida) first reported a position in LIT in Q4 2019 and held it in 18 quarters. The position peaked at $193K in Q1 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 747 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $33.8K.
Core Wealth Advisors (Florida) first reported a position in Global X Lithium & Battery Tech ETF in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Global X Lithium & Battery Tech ETF position peaked at $193K in Q1 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.