KIG
LIT icon

Kowal Investment Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-275
Closed -$23K – 566
2021
Q3 		$23K Buy
+275
New +$22.5K 0.01% 359

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Kowal Investment Group's LIT Position: Q4 2021 in Review

Kowal Investment Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2021, closing a stake of 275 shares — an estimated $23K sold.

Kowal Investment Group first reported a position in LIT in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

  • Kowal Investment Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 275 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $23K.
  • Kowal Investment Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Global X Lithium & Battery Tech ETF position peaked at $23K in Q3 2021.
  • 460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.