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

Evermay 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	-23	Closed	-$1.27K	–	684
2023 Q3	$1.27K	Hold	23	–	–	﹤0.01%	519
2023 Q2	$1.5K	Hold	23	–	–	﹤0.01%	505
2023 Q1	$1.46K	Hold	23	–	–	﹤0.01%	490
2022 Q4	$1.36K	Hold	23	–	–	﹤0.01%	504
2022 Q3	$2K	Buy	+23	New	+$1.71K	﹤0.01%	480

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 $299B AUM 28.69% 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

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

Evermay Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 23 shares — an estimated $1.27K sold.

Evermay Wealth Management first reported a position in LIT in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Evermay Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Evermay Wealth Management sold 23 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $1.27K.
Evermay Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and held it in 5 quarters.
Evermay Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $2K in Q3 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.