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

Moloney Securities 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
2024 Q2	–	Sell	-4,440	Closed	-$201K	–	488
2024 Q1	$201K	Buy	4,440 +6	+0.1%	+$267	0.03%	413
2023 Q4	$226K	Buy	4,434 +28	+0.6%	+$1.39K	0.04%	387
2023 Q3	$243K	Sell	4,406 -214	-5%	-$13.1K	0.04%	350
2023 Q2	$300K	Buy	4,620 +108	+2%	+$6.73K	0.05%	316
2023 Q1	$287K	Buy	4,512 +87	+2%	+$5.61K	0.05%	325
2022 Q4	$259K	Buy	4,425 +31	+0.7%	+$2.07K	0.06%	315
2022 Q3	$290K	Buy	4,394 +276	+7%	+$20.5K	0.07%	277
2022 Q2	$299K	Sell	4,118 -75	-2%	-$5.33K	0.07%	269
2022 Q1	$323K	Buy	4,193 +36	+0.9%	+$2.75K	0.06%	284
2021 Q4	$351K	Buy	4,157 +890	+27%	+$78.9K	0.06%	292
2021 Q3	$268K	Buy	+3,267	New	+$268K	0.05%	344

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moloney Securities Asset Management's LIT Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,440 shares — an estimated $201K sold.

Moloney Securities Asset Management first reported a position in LIT in Q3 2021 and held it in 11 quarters. The position peaked at $351K in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Moloney Securities Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 4,440 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $201K.
Moloney Securities Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 11 quarters.
Moloney Securities Asset Management's Global X Lithium & Battery Tech ETF position peaked at $351K in Q4 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.