Corient Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Corient Private Wealth’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 Q3	–	Sell	-10,381	Closed	-$403K	–	2519
2024 Q2	$403K	Sell	10,381 -72	-0.7%	-$3.14K	﹤0.01%	1758
2024 Q1	$473K	Buy	10,453 +1,613	+18%	+$71.9K	﹤0.01%	1657
2023 Q4	$450K	Sell	8,840 -3,215	-27%	-$159K	﹤0.01%	1662
2023 Q3	$665K	Buy	12,055 +4,590	+61%	+$280K	﹤0.01%	1347
2023 Q2	$485K	Sell	7,465 -5,218	-41%	-$325K	﹤0.01%	1461
2023 Q1	$806K	Buy	+12,683	New	+$818K	﹤0.01%	1179

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Corient Private Wealth's LIT Position: Q3 2024 in Review

Corient Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 10,381 shares — an estimated $403K sold.

Corient Private Wealth first reported a position in LIT in Q1 2023 and held it in 6 quarters. The position peaked at $806K in Q1 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Corient Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Corient Private Wealth sold 10,381 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $403K.
Corient Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 6 quarters.
Corient Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $806K in Q1 2023.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.