Heritage Wealth Management (Arizona)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Heritage Wealth Management (Arizona)’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	$39.2K	Buy	668 +34	+5%	+$2.27K	0.01%	544
2022 Q3	$42K	Hold	634	–	–	0.01%	420
2022 Q2	$46K	Hold	634	–	–	0.02%	436
2022 Q1	$49K	Buy	+634	New	+$48.5K	0.01%	477
2021 Q3	$52K	Buy	634 +314	+98%	+$25.7K	0.02%	438
2021 Q2	$23K	Hold	320	–	–	0.01%	544
2021 Q1	$19K	Buy	+320	New	+$20.9K	0.01%	495

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Heritage Wealth Management (Arizona)'s LIT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Global X Lithium & Battery Tech ETF (LIT) stake by 5.4% in Q4 2022, buying an estimated $2.27K and bringing the position to 668 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #544.

Heritage Wealth Management (Arizona) first reported a position in LIT in Q1 2021 and has held it in 7 quarters since. The position peaked at $52K in Q3 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Heritage Wealth Management (Arizona) held 668 shares of Global X Lithium & Battery Tech ETF worth $39.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 34 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $2.27K.
Global X Lithium & Battery Tech ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #544 holding.
Heritage Wealth Management (Arizona) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Global X Lithium & Battery Tech ETF position peaked at $52K in Q3 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.