Moneta Group Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Moneta Group Investment 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	-4,261	Closed	-$235K	–	572
2023 Q3	$235K	Buy	4,261 +407	+11%	+$24.9K	0.01%	451
2023 Q2	$251K	Buy	3,854 +1	+0%	+$62	0.01%	458
2023 Q1	$245K	Sell	3,853 -650	-14%	-$41.9K	0.01%	455
2022 Q4	$316K	Sell	4,503 -1,020	-18%	-$68.2K	0.01%	358
2022 Q3	$365K	Buy	5,523 +15	+0.3%	+$1.11K	0.01%	314
2022 Q2	$400K	Buy	5,508 +585	+12%	+$41.6K	0.01%	332
2022 Q1	$379K	Buy	+4,923	New	+$377K	0.01%	325

Other funds holding LIT

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Moneta Group Investment Advisors's LIT Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,261 shares — an estimated $235K sold.

Moneta Group Investment Advisors first reported a position in LIT in Q1 2022 and held it in 7 quarters. The position peaked at $400K in Q2 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Moneta Group Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,261 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $235K.
Moneta Group Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 7 quarters.
Moneta Group Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $400K in Q2 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.