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IronBridge Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

IronBridge Private Wealth’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
-808
Closed -$68K – 185
2021
Q4 		$68K Buy
808
+600
+288% +$53.2K 0.04% 60
2021
Q3 		$17K Hold
208
– – 0.01% 112
2021
Q2 		$15K Buy
+208
New +$13.4K 0.01% 127

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

IronBridge Private Wealth's LIT Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 808 shares — an estimated $68K sold.

IronBridge Private Wealth first reported a position in LIT in Q2 2021 and held it in 3 quarters. The position peaked at $68K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 808 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $68K.
  • IronBridge Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $68K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.