GHP Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

GHP Investment 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
2024 Q3	–	Sell	-200	Closed	-$7.76K	–	1035
2024 Q2	$7.76K	Hold	200	–	–	﹤0.01%	728
2024 Q1	$9.06K	Hold	200	–	–	﹤0.01%	658
2023 Q4	$10.2K	Hold	200	–	–	﹤0.01%	653
2023 Q3	$10.6K	Hold	200	–	–	﹤0.01%	691
2023 Q2	$12.1K	Hold	200	–	–	﹤0.01%	659
2023 Q1	$12.7K	Sell	200 -22	-10%	-$1.42K	﹤0.01%	642
2022 Q4	$13K	Hold	222	–	–	﹤0.01%	639
2022 Q3	$15K	Buy	222 +22	+11%	+$1.63K	﹤0.01%	614
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	624
2022 Q1	$15K	Buy	+200	New	+$15.3K	﹤0.01%	649

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

GHP Investment Advisors's LIT Position: Q3 2024 in Review

GHP Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 200 shares — an estimated $7.76K sold.

GHP Investment Advisors first reported a position in LIT in Q1 2022 and held it in 10 quarters. The position peaked at $15K in Q3 2022. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

GHP Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
GHP Investment Advisors sold 200 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $7.76K.
GHP Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 10 quarters.
GHP Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $15K in Q3 2022.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.