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

Disciplined Investments’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 Q3	–	Sell	-68	Closed	-$4.42K	–	907
2023 Q2	$4.42K	Hold	68	–	–	﹤0.01%	437
2023 Q1	$4.32K	Hold	68	–	–	﹤0.01%	461
2022 Q4	$3.98K	Hold	68	–	–	﹤0.01%	437
2022 Q3	$4K	Hold	68	–	–	﹤0.01%	462
2022 Q2	$5K	Hold	68	–	–	﹤0.01%	445
2022 Q1	$5K	Hold	68	–	–	﹤0.01%	460
2021 Q4	$6K	Hold	68	–	–	﹤0.01%	385
2021 Q3	$6K	Hold	68	–	–	﹤0.01%	332
2021 Q2	$5K	Buy	+68	New	+$4.38K	﹤0.01%	335
2020 Q3	–	Sell	-74	Closed	-$2K	–	424
2020 Q2	$2K	Hold	74	–	–	﹤0.01%	358
2020 Q1	$2K	Buy	+74	New	+$2.05K	﹤0.01%	368

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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Disciplined Investments's LIT Position: Q3 2023 in Review

Disciplined Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 68 shares — an estimated $4.42K sold.

Disciplined Investments first reported a position in LIT in Q1 2020 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Disciplined Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 68 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $4.42K.
Disciplined Investments first reported a position in Global X Lithium & Battery Tech ETF in Q1 2020 and held it in 11 quarters.
Disciplined Investments's Global X Lithium & Battery Tech ETF position peaked at $6K in Q4 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.