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

Darwin 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
2020
Q2 		– Sell
-520
Closed -$11K – 484
2020
Q1 		$11K Buy
+520
New +$14.4K ﹤0.01% 460
2018
Q1 		– Sell
-9,161
Closed -$355K – 147
2017
Q4 		$355K Buy
+9,161
New +$360K 0.15% 116

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Darwin Wealth Management's LIT Position: Q2 2020 in Review

Darwin Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2020, closing a stake of 520 shares — an estimated $11K sold.

Darwin Wealth Management first reported a position in LIT in Q4 2017 and held it in 2 quarters. The position peaked at $355K in Q4 2017. 103 funds tracked by Wall St. Rank hold LIT as of Q2 2020.

  • Darwin Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 520 Global X Lithium & Battery Tech ETF shares in Q2 2020, an estimated $11K.
  • Darwin Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 2 quarters.
  • Darwin Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $355K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.