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Knollwood Investment Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Knollwood Investment Advisory’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
2023
Q3 		– Sell
-3,135
Closed -$204K – 116
2023
Q2 		$204K Buy
+3,135
New +$195K 0.07% 121

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Jane Street
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Bank of America
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Knollwood Investment Advisory's LIT Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,135 shares — an estimated $204K sold.

Knollwood Investment Advisory first reported a position in LIT in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Knollwood Investment Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 3,135 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $204K.
  • Knollwood Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 1 quarter.
  • Knollwood Investment Advisory's Global X Lithium & Battery Tech ETF position peaked at $204K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.