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

Evoke Wealth’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	-4,450	Closed	-$246K	–	232
2023 Q3	$246K	Sell	4,450 -656	-13%	-$40.1K	0.01%	331
2023 Q2	$333K	Hold	5,106	–	–	0.01%	269
2023 Q1	$324K	Sell	5,106 -494	-9%	-$31.9K	0.01%	267
2022 Q4	$331K	Sell	5,600 -1,410	-20%	-$94.2K	0.01%	267
2022 Q3	$463K	Buy	7,010 +650	+10%	+$48.3K	0.02%	217
2022 Q2	$462K	Hold	6,360	–	–	0.02%	228
2022 Q1	$490K	Hold	6,360	–	–	0.02%	239
2021 Q4	$538K	Hold	6,360	–	–	0.02%	231
2021 Q3	$521K	Hold	6,360	–	–	0.02%	228
2021 Q2	$461K	Hold	6,360	–	–	0.02%	246
2021 Q1	$372K	Buy	+6,360	New	+$416K	0.02%	242

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

Evoke Wealth's LIT Position: Q4 2023 in Review

Evoke Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,450 shares — an estimated $246K sold.

Evoke Wealth first reported a position in LIT in Q1 2021 and held it in 11 quarters. The position peaked at $538K in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Evoke Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 4,450 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $246K.
Evoke Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 11 quarters.
Evoke Wealth's Global X Lithium & Battery Tech ETF position peaked at $538K in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

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