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Investment Partners Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Investment Partners Asset 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
Q3 		– Sell
-5,881
Closed -$228K – 144
2024
Q2 		$228K Sell
5,881
-95
-2% -$4.14K 0.2% 118
2024
Q1 		$271K Sell
5,976
-152
-2% -$6.77K 0.24% 110
2023
Q4 		$312K Buy
+6,128
New +$304K 0.31% 98

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Partners Asset Management's LIT Position: Q3 2024 in Review

Investment Partners Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 5,881 shares — an estimated $228K sold.

Investment Partners Asset Management first reported a position in LIT in Q4 2023 and held it in 3 quarters. The position peaked at $312K in Q4 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Investment Partners Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Investment Partners Asset Management sold 5,881 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $228K.
  • Investment Partners Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 3 quarters.
  • Investment Partners Asset Management's Global X Lithium & Battery Tech ETF position peaked at $312K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Investment Partners Asset Management's 13F filing for Q3 2024, filed 24 Oct 2024.