Greenwood Capital Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Greenwood Capital Associates’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 Q4	–	Sell	-29,954	Closed	-$1.98M	–	230
2022 Q3	$1.98M	Buy	+29,954	New	+$2.22M	0.34%	70
2022 Q2	–	Sell	-23,126	Closed	-$1.78M	–	213
2022 Q1	$1.78M	Buy	+23,126	New	+$1.77M	0.47%	41
2021 Q1	–	Sell	-24,463	Closed	-$1.51M	–	227
2020 Q4	$1.51M	Sell	24,463 -67,162	-73%	-$3.33M	0.25%	76
2020 Q3	$3.67M	Buy	91,625 +26,952	+42%	+$1.01M	0.71%	51
2020 Q2	$2.05M	Buy	+64,673	New	+$1.74M	0.47%	58

Other funds holding LIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Greenwood Capital Associates's LIT Position: Q4 2022 in Review

Greenwood Capital Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 29,954 shares — an estimated $1.98M sold.

Greenwood Capital Associates first reported a position in LIT in Q2 2020 and held it in 5 quarters. The position peaked at $3.67M in Q3 2020. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Greenwood Capital Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Greenwood Capital Associates sold 29,954 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $1.98M.
Greenwood Capital Associates first reported a position in Global X Lithium & Battery Tech ETF in Q2 2020 and held it in 5 quarters.
Greenwood Capital Associates's Global X Lithium & Battery Tech ETF position peaked at $3.67M in Q3 2020.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Greenwood Capital Associates's 13F filing for Q4 2022, filed 26 Jan 2023.