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

Elmwood 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
2023 Q4	–	Sell	-17,091	Closed	-$943K	–	111
2023 Q3	$943K	Buy	17,091 +488	+3%	+$29.8K	0.45%	72
2023 Q2	$1.08M	Sell	16,603 -355	-2%	-$22.1K	0.5%	66
2023 Q1	$1.08M	Buy	16,958 +2,467	+17%	+$159K	0.51%	68
2022 Q4	$849K	Buy	14,491 +1,418	+11%	+$94.7K	0.42%	79
2022 Q3	$864K	Buy	13,073 +884	+7%	+$65.6K	0.43%	71
2022 Q2	$885K	Buy	+12,189	New	+$867K	0.5%	68
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	250
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	250
2020 Q1	$561	Buy	+17	New	+$470	﹤0.01%	284
2019 Q3	–	Sell	-17	Closed	–	–	271
2019 Q2	$0	Hold	17	–	–	﹤0.01%	290
2019 Q1	$0	Hold	17	–	–	﹤0.01%	290
2018 Q4	$0	Hold	17	–	–	﹤0.01%	300
2018 Q3	$560	Hold	17	–	–	﹤0.01%	274
2018 Q2	$552	Hold	17	–	–	﹤0.01%	278
2018 Q1	$561	Buy	+17	New	+$620	﹤0.01%	284

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $67.7B AUM 51.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Elmwood Wealth Management's LIT Position: Q4 2023 in Review

Elmwood Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 17,091 shares — an estimated $943K sold.

Elmwood Wealth Management first reported a position in LIT in Q1 2018 and held it in 15 quarters. The position peaked at $1.08M in Q2 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Elmwood Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Elmwood Wealth Management sold 17,091 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $943K.
Elmwood Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 15 quarters.
Elmwood Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.08M in Q2 2023.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Elmwood Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.