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

DZ Bank’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	-1,100	Closed	-$71.9K	–	1032
2023 Q2	$71.9K	Sell	1,100 -1,100	-50%	-$68.6K	﹤0.01%	931
2023 Q1	$140K	Buy	2,200 +1,100	+100%	+$71K	﹤0.01%	886
2022 Q4	$64K	Hold	1,100	–	–	﹤0.01%	952
2022 Q3	$72.2K	Buy	1,100 +250	+29%	+$18.6K	﹤0.01%	928
2022 Q2	$61.9K	Hold	850	–	–	﹤0.01%	944
2022 Q1	$65.6K	Sell	850 -850	-50%	-$65K	﹤0.01%	934
2021 Q4	$144K	Buy	1,700 +850	+100%	+$75.4K	﹤0.01%	985
2021 Q3	$70K	Hold	850	–	–	﹤0.01%	910
2021 Q2	$61.4K	Hold	850	–	–	﹤0.01%	905
2021 Q1	$49.7K	Buy	850 +350	+70%	+$22.9K	﹤0.01%	872
2020 Q4	$31K	Hold	500	–	–	﹤0.01%	843
2020 Q3	$20.1K	Hold	500	–	–	﹤0.01%	824
2020 Q2	$15.9K	Buy	+500	New	+$13.5K	﹤0.01%	797
2020 Q1	–	Sell	-2,520	Closed	-$68.4K	–	835
2019 Q4	$68.4K	Hold	2,520	–	–	﹤0.01%	712
2019 Q3	$61.3K	Hold	2,520	–	–	﹤0.01%	729
2019 Q2	$65K	Hold	2,520	–	–	﹤0.01%	720
2019 Q1	$72K	Buy	+2,520	New	+$71.8K	﹤0.01%	715
2018 Q1	–	Sell	-1,020	Closed	-$40K	–	1164
2017 Q4	$40K	Buy	+1,020	New	+$40.1K	﹤0.01%	805

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DZ Bank's LIT Position: Q3 2023 in Review

DZ Bank sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 1,100 shares — an estimated $71.9K sold.

DZ Bank first reported a position in LIT in Q4 2017 and held it in 18 quarters. The position peaked at $144K in Q4 2021. 385 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

DZ Bank reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
DZ Bank sold 1,100 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $71.9K.
DZ Bank first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 18 quarters.
DZ Bank's Global X Lithium & Battery Tech ETF position peaked at $144K in Q4 2021.
385 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.