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Legacy Bridge’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Legacy Bridge’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
Q2 		– Sell
-6,380
Closed -$289K – 306
2024
Q1 		$289K Sell
6,380
-435
-6% -$19.4K 0.17% 121
2023
Q4 		$347K Sell
6,815
-925
-12% -$45.9K 0.23% 107
2023
Q3 		$427K Sell
7,740
-550
-7% -$33.6K 0.3% 103
2023
Q2 		$539K Sell
8,290
-850
-9% -$53K 0.36% 93
2023
Q1 		$581K Hold
9,140
– – 0.41% 94
2022
Q4 		$536K Sell
9,140
-370
-4% -$24.7K 0.38% 97
2022
Q3 		$629K Hold
9,510
– – 0.5% 82
2022
Q2 		$691K Hold
9,510
– – 0.51% 81
2022
Q1 		$732K Hold
9,510
– – 0.43% 97
2021
Q4 		$803K Buy
+9,510
New +$843K 0.42% 97

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legacy Bridge's LIT Position: Q2 2024 in Review

Legacy Bridge sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 6,380 shares — an estimated $289K sold.

Legacy Bridge first reported a position in LIT in Q4 2021 and held it in 10 quarters. The position peaked at $803K in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Legacy Bridge reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Bridge sold 6,380 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $289K.
  • Legacy Bridge first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 10 quarters.
  • Legacy Bridge's Global X Lithium & Battery Tech ETF position peaked at $803K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.