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Joseph P. Lucia & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Joseph P. Lucia & Associates’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
-5,170
Closed -$263K – 125
2023
Q4 		$263K Sell
5,170
-540
-9% -$26.8K 0.16% 96
2023
Q3 		$315K Sell
5,710
-1,009
-15% -$61.6K 0.22% 88
2023
Q2 		$437K Sell
6,719
-934
-12% -$58.2K 0.29% 73
2023
Q1 		$486K Sell
7,653
-1,308
-15% -$84.4K 0.34% 69
2022
Q4 		$525K Sell
8,961
-984
-10% -$65.7K 0.39% 63
2022
Q3 		$657K Buy
9,945
+27
+0.3% +$2K 0.52% 50
2022
Q2 		$720K Sell
9,918
-480
-5% -$34.1K 0.51% 50
2022
Q1 		$800K Buy
10,398
+3,250
+45% +$249K 0.49% 52
2021
Q4 		$604K Buy
7,148
+5,384
+305% +$477K 0.38% 62
2021
Q3 		$145K Buy
1,764
+864
+96% +$70.8K 0.09% 141
2021
Q2 		$65K Hold
900
– – 0.04% 202
2021
Q1 		$53K Sell
900
-28
-3% -$1.83K 0.02% 203
2020
Q4 		$57K Buy
+928
New +$46K 0.04% 178
2020
Q3 		– Sell
-1,900
Closed -$60K – 291
2020
Q2 		$60K Hold
1,900
– – 0.05% 160
2020
Q1 		$41K Sell
1,900
-163
-8% -$4.51K 0.05% 170
2019
Q4 		$56K Sell
2,063
-275
-12% -$7.02K 0.05% 166
2019
Q3 		$57K Hold
2,338
– – 0.06% 160
2019
Q2 		$61K Buy
+2,338
New +$63K 0.06% 153

Other funds holding LIT

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Joseph P. Lucia & Associates's LIT Position: Q1 2024 in Review

Joseph P. Lucia & Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 5,170 shares — an estimated $263K sold.

Joseph P. Lucia & Associates first reported a position in LIT in Q2 2019 and held it in 18 quarters. The position peaked at $800K in Q1 2022. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Joseph P. Lucia & Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 5,170 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $263K.
  • Joseph P. Lucia & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and held it in 18 quarters.
  • Joseph P. Lucia & Associates's Global X Lithium & Battery Tech ETF position peaked at $800K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2024, filed 3 May 2024.