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Liberty Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Liberty Wealth Management’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
Q3 		– Sell
-66
Closed -$5K – 1206
2021
Q2 		$5K Hold
66
– – ﹤0.01% 790
2021
Q1 		$4K Hold
66
– – ﹤0.01% 734
2020
Q4 		$4K Buy
+66
New +$3.27K ﹤0.01% 730

Other funds holding LIT

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Liberty Wealth Management's LIT Position: Q3 2021 in Review

Liberty Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2021, closing a stake of 66 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in LIT in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Liberty Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 66 Global X Lithium & Battery Tech ETF shares in Q3 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $5K in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.