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Marquette Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Marquette Asset 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
2023
Q3 		– Sell
-270
Closed -$17.6K – 302
2023
Q2 		$17.6K Hold
270
– – ﹤0.01% 195
2023
Q1 		$17.2K Buy
+270
New +$17.4K ﹤0.01% 171

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Jane Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marquette Asset Management's LIT Position: Q3 2023 in Review

Marquette Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 270 shares — an estimated $17.6K sold.

Marquette Asset Management first reported a position in LIT in Q1 2023 and held it in 2 quarters. The position peaked at $17.6K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Marquette Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Marquette Asset Management sold 270 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $17.6K.
  • Marquette Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 2 quarters.
  • Marquette Asset Management's Global X Lithium & Battery Tech ETF position peaked at $17.6K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Marquette Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.