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

Napa 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
Q2 		– Sell
-4,421
Closed -$200K – 121
2024
Q1 		$200K Sell
4,421
-255
-5% -$11.4K 0.11% 69
2023
Q4 		$238K Buy
+4,676
New +$232K 0.13% 99

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
WH
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

Napa Wealth Management's LIT Position: Q2 2024 in Review

Napa Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,421 shares — an estimated $200K sold.

Napa Wealth Management first reported a position in LIT in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q4 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Napa Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 4,421 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $200K.
  • Napa Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $238K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.