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Mayflower Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Mayflower Financial Advisors’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
Q4 		– Sell
-3,801
Closed -$210K – 354
2023
Q3 		$210K Sell
3,801
-9,833
-72% -$601K 0.03% 311
2023
Q2 		$886K Sell
13,634
-2,959
-18% -$184K 0.11% 143
2023
Q1 		$1.05M Buy
16,593
+8,051
+94% +$519K 0.14% 125
2022
Q4 		$501K Sell
8,542
-180
-2% -$12K 0.07% 195
2022
Q3 		$576K Sell
8,722
-181
-2% -$13.4K 0.09% 160
2022
Q2 		$647K Sell
8,903
-456
-5% -$32.4K 0.1% 155
2022
Q1 		$720K Buy
9,359
+348
+4% +$26.6K 0.1% 150
2021
Q4 		$761K Buy
9,011
+652
+8% +$57.8K 0.1% 142
2021
Q3 		$741K Sell
8,359
-38
-0.5% -$3.12K 0.1% 140
2021
Q2 		$608K Sell
8,397
-169
-2% -$10.9K 0.08% 149
2021
Q1 		$501K Buy
8,566
+4,310
+101% +$282K 0.07% 163
2020
Q4 		$263K Buy
+4,256
New +$211K 0.05% 221

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mayflower Financial Advisors's LIT Position: Q4 2023 in Review

Mayflower Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 3,801 shares — an estimated $210K sold.

Mayflower Financial Advisors first reported a position in LIT in Q4 2020 and held it in 12 quarters. The position peaked at $1.05M in Q1 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Mayflower Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 3,801 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $210K.
  • Mayflower Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 12 quarters.
  • Mayflower Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.05M in Q1 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Mayflower Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.