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

IPG 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
2022
Q1 		– Sell
-3,140
Closed -$266K – 202
2021
Q4 		$266K Buy
3,140
+310
+11% +$27.5K 0.05% 158
2021
Q3 		$232K Sell
2,830
-519
-15% -$42.5K 0.07% 102
2021
Q2 		$243K Buy
+3,349
New +$216K 0.07% 116

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

IPG Investment Advisors's LIT Position: Q1 2022 in Review

IPG Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 3,140 shares — an estimated $266K sold.

IPG Investment Advisors first reported a position in LIT in Q2 2021 and held it in 3 quarters. The position peaked at $266K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • IPG Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 3,140 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $266K.
  • IPG Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 3 quarters.
  • IPG Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $266K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.