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

Mascoma 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
2024
Q3 		– Sell
-105
Closed -$4.08K – 475
2024
Q2 		$4.08K Sell
105
-50
-32% -$2.18K ﹤0.01% 425
2024
Q1 		$7.02K Sell
155
-145
-48% -$6.46K ﹤0.01% 354
2023
Q4 		$15.3K Sell
300
-118
-28% -$5.85K ﹤0.01% 290
2023
Q3 		$23.1K Sell
418
-295
-41% -$18K 0.01% 261
2023
Q2 		$44.7K Sell
713
-250
-26% -$15.6K 0.01% 199
2023
Q1 		$58K Buy
963
+200
+26% +$12.9K 0.02% 220
2022
Q4 		$44.7K Buy
763
+195
+34% +$13K 0.01% 247
2022
Q3 		$38K Buy
568
+18
+3% +$1.34K 0.01% 268
2022
Q2 		$40K Buy
550
+270
+96% +$19.2K 0.01% 271
2022
Q1 		$22K Buy
280
+250
+833% +$19.1K 0.01% 355
2021
Q4 		$3K Hold
30
– – ﹤0.01% 486
2021
Q3 		$2K Buy
+30
New +$2.46K ﹤0.01% 422
2021
Q2 		– Sell
-30
Closed -$2K – 303
2021
Q1 		$2K Buy
+30
New +$1.96K ﹤0.01% 416

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mascoma Wealth Management's LIT Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 105 shares — an estimated $4.08K sold.

Mascoma Wealth Management first reported a position in LIT in Q1 2021 and held it in 13 quarters. The position peaked at $58K in Q1 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 105 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $4.08K.
  • Mascoma Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 13 quarters.
  • Mascoma Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $58K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.