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

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-90	Closed	-$7K	–	574
2022 Q2	$7K	Hold	90	–	–	﹤0.01%	409
2022 Q1	$7K	Hold	90	–	–	﹤0.01%	437
2021 Q4	$8K	Hold	90	–	–	﹤0.01%	433
2021 Q3	$7K	Sell	90 -200	-69%	-$16.4K	﹤0.01%	438
2021 Q2	$21K	Hold	290	–	–	﹤0.01%	373
2021 Q1	$17K	Buy	+290	New	+$18.9K	﹤0.01%	369

Other funds holding LIT

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

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

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

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

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

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

GKWIM

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LIT Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 90 shares — an estimated $7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LIT in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q2 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 90 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $7K.
Laurel Wealth Advisors (North Carolina) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Global X Lithium & Battery Tech ETF position peaked at $21K in Q2 2021.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.