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Joel Isaacson & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-7,754
Closed -$338K – 384
2024
Q3 		$338K Buy
7,754
+41
+0.5% +$1.56K 0.02% 273
2024
Q2 		$299K Sell
7,713
-219
-3% -$9.55K 0.02% 275
2024
Q1 		$359K Buy
7,932
+52
+0.7% +$2.32K 0.02% 252
2023
Q4 		$401K Sell
7,880
-202
-2% -$10K 0.02% 215
2023
Q3 		$446K Sell
8,082
-259
-3% -$15.8K 0.03% 196
2023
Q2 		$542K Buy
8,341
+300
+4% +$18.7K 0.04% 182
2023
Q1 		$511K Buy
8,041
+57
+0.7% +$3.68K 0.04% 185
2022
Q4 		$468K Sell
7,984
-351
-4% -$23.5K 0.04% 187
2022
Q3 		$551K Sell
8,335
-93
-1% -$6.91K 0.05% 152
2022
Q2 		$612K Buy
8,428
+315
+4% +$22.4K 0.05% 141
2022
Q1 		$584K Buy
8,113
+13
+0.2% +$995 0.04% 164
2021
Q4 		$684K Buy
+8,100
New +$718K 0.05% 155

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Joel Isaacson & Co's LIT Position: Q4 2024 in Review

Joel Isaacson & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 7,754 shares — an estimated $338K sold.

Joel Isaacson & Co first reported a position in LIT in Q4 2021 and held it in 12 quarters. The position peaked at $684K in Q4 2021. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Joel Isaacson & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 7,754 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $338K.
  • Joel Isaacson & Co first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 12 quarters.
  • Joel Isaacson & Co's Global X Lithium & Battery Tech ETF position peaked at $684K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Joel Isaacson & Co's 13F filing for Q4 2024, filed 28 Jan 2025.