Laurel Wealth Advisors (California)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$401K	Sell	6,845 -1,213	-15%	-$81.1K	0.04%	414
2022 Q3	$532K	Sell	8,058 -716	-8%	-$53.2K	0.06%	329
2022 Q2	$638K	Buy	8,774 +613	+8%	+$43.6K	0.07%	306
2022 Q1	$628K	Buy	8,161 +2,272	+39%	+$174K	0.05%	352
2021 Q4	$497K	Buy	5,889 +704	+14%	+$62.4K	0.04%	450
2021 Q3	$425K	Buy	5,185 +1,306	+34%	+$107K	0.08%	266
2021 Q2	$281K	Buy	3,879 +29	+0.8%	+$1.87K	0.04%	414
2021 Q1	$225K	Buy	+3,850	New	+$252K	0.03%	419

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LIT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 15% in Q4 2022, selling an estimated $81.1K and leaving 6,845 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #414.

Laurel Wealth Advisors (California) first reported a position in LIT in Q1 2021 and has held it in 8 quarters since. The position peaked at $638K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Laurel Wealth Advisors (California) held 6,845 shares of Global X Lithium & Battery Tech ETF worth $401K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,213 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $81.1K.
Global X Lithium & Battery Tech ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #414 holding.
Laurel Wealth Advisors (California) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s Global X Lithium & Battery Tech ETF position peaked at $638K in Q2 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.