Financial Engines Advisors
LIT icon

Financial Engines Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Financial Engines Advisors’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
2022
Q2 		– Sell
-4,195
Closed -$323K – 320
2022
Q1 		$323K Buy
4,195
+53
+1% +$4.06K ﹤0.01% 246
2021
Q4 		$350K Buy
4,142
+1,260
+44% +$112K ﹤0.01% 194
2021
Q3 		$236K Buy
+2,882
New +$236K ﹤0.01% 246

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Financial Engines Advisors's LIT Position: Q2 2022 in Review

Financial Engines Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 4,195 shares — an estimated $323K sold.

Financial Engines Advisors first reported a position in LIT in Q3 2021 and held it in 3 quarters. The position peaked at $350K in Q4 2021. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Financial Engines Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 4,195 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $323K.
  • Financial Engines Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 3 quarters.
  • Financial Engines Advisors's Global X Lithium & Battery Tech ETF position peaked at $350K in Q4 2021.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.