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

Covestor’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
2023 Q2	–	Sell	-22	Closed	-$1K	–	2419
2023 Q1	$1K	Sell	22 -382	-95%	-$24.6K	﹤0.01%	1866
2022 Q4	$23K	Sell	404 -319	-44%	-$21.3K	0.02%	990
2022 Q3	$47K	Buy	723 +693	+2,310%	+$51.5K	0.04%	720
2022 Q2	$3K	Sell	30 -962	-97%	-$68.4K	﹤0.01%	1529
2022 Q1	$76K	Buy	992 +970	+4,409%	+$74.2K	0.05%	660
2021 Q4	$2K	Buy	+22	New	+$1.95K	﹤0.01%	1557

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Covestor's LIT Position: Q2 2023 in Review

Covestor sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 22 shares — an estimated $1K sold.

Covestor first reported a position in LIT in Q4 2021 and held it in 6 quarters. The position peaked at $76K in Q1 2022. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Covestor reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Covestor sold 22 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $1K.
Covestor first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 6 quarters.
Covestor's Global X Lithium & Battery Tech ETF position peaked at $76K in Q1 2022.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Covestor's 13F filing for Q2 2023, filed 11 Aug 2023.