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InterOcean Capital Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

InterOcean Capital Group’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
Q1 		– Sell
-4,978
Closed -$254K – 502
2023
Q4 		$254K Sell
4,978
-27,815
-85% -$1.38M 0.01% 397
2023
Q3 		$1.81M Buy
+32,793
New +$2M 0.06% 140

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Bank of America
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

InterOcean Capital Group's LIT Position: Q1 2024 in Review

InterOcean Capital Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 4,978 shares — an estimated $254K sold.

InterOcean Capital Group first reported a position in LIT in Q3 2023 and held it in 2 quarters. The position peaked at $1.81M in Q3 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • InterOcean Capital Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • InterOcean Capital Group sold 4,978 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $254K.
  • InterOcean Capital Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and held it in 2 quarters.
  • InterOcean Capital Group's Global X Lithium & Battery Tech ETF position peaked at $1.81M in Q3 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.