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

Doyle 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
2019
Q3 		– Sell
-20
Closed -$1K – 506
2019
Q2 		$1K Buy
+20
New +$539 ﹤0.01% 820
2019
Q1 		– Sell
-20
Closed -$1K – 492
2018
Q4 		$1K Buy
+20
New +$608 ﹤0.01% 829

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Jane Street
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PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Doyle Wealth Management's LIT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in LIT in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 91 funds tracked by Wall St. Rank hold LIT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 20 Global X Lithium & Battery Tech ETF shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.