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Gerber Kawasaki Wealth & Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2024
Q4 		– Sell
-5,980
Closed -$261K – 294
2024
Q3 		$261K Sell
5,980
-5,315
-47% -$202K 0.01% 247
2024
Q2 		$438K Sell
11,295
-18,064
-62% -$788K 0.02% 184
2024
Q1 		$1.33M Sell
29,359
-62,328
-68% -$2.78M 0.07% 122
2023
Q4 		$4.67M Sell
91,687
-256,743
-74% -$12.7M 0.28% 68
2023
Q3 		$19.2M Sell
348,430
-34,182
-9% -$2.09M 1.31% 21
2023
Q2 		$24.9M Sell
382,612
-23,829
-6% -$1.49M 1.67% 16
2023
Q1 		$25.8M Sell
406,441
-8,560
-2% -$552K 2.04% 12
2022
Q4 		$24.3M Sell
415,001
-19,433
-4% -$1.3M 2.16% 10
2022
Q3 		$28.7M Buy
434,434
+4,078
+0.9% +$303K 2.68% 8
2022
Q2 		$30.9M Sell
430,356
-107,720
-20% -$7.66M 2.94% 7
2022
Q1 		$41.4M Buy
538,076
+28,952
+6% +$2.22M 3.38% 6
2021
Q4 		$43M Buy
509,124
+37,195
+8% +$3.3M 3.42% 6
2021
Q3 		$38.7M Buy
471,929
+65,955
+16% +$5.41M 5% 5
2021
Q2 		$29.4M Buy
405,974
+22,111
+6% +$1.42M 3.01% 6
2021
Q1 		$22.4M Buy
383,863
+133,192
+53% +$8.7M 2.7% 9
2020
Q4 		$15.5M Buy
250,671
+244,471
+3,943% +$12.1M 2.15% 13
2020
Q3 		$248K Buy
+6,200
New +$233K 0.05% 108

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LIT Position: Q4 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 5,980 shares — an estimated $261K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in LIT in Q3 2020 and held it in 17 quarters. The position peaked at $43M in Q4 2021. 268 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,980 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $261K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 17 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Global X Lithium & Battery Tech ETF position peaked at $43M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.