Cornerstone Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cornerstone Wealth Management’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
2022 Q1	–	Sell	-3,800	Closed	-$319K	–	502
2021 Q4	$319K	Buy	+3,800	New	+$337K	0.03%	376
2018 Q4	–	Sell	-15,085	Closed	-$388K	–	799
2018 Q3	$388K	Sell	15,085 -8,149	-35%	-$263K	﹤0.01%	994
2018 Q2	$718K	Buy	+23,234	New	+$777K	0.01%	882

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

GKWIM

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cornerstone Wealth Management's LIT Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 3,800 shares — an estimated $319K sold.

Cornerstone Wealth Management first reported a position in LIT in Q2 2018 and held it in 3 quarters. The position peaked at $718K in Q2 2018. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

Cornerstone Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 3,800 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $319K.
Cornerstone Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $718K in Q2 2018.
451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.