Nations Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Nations Financial Group’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	-4,217	Closed	-$233K	–	638
2023 Q3	$233K	Sell	4,217 -832	-16%	-$50.8K	0.02%	549
2023 Q2	$328K	Sell	5,049 -107	-2%	-$6.67K	0.03%	474
2023 Q1	$328K	Sell	5,156 -638	-11%	-$41.2K	0.03%	468
2022 Q4	$340K	Buy	+5,794	New	+$387K	0.04%	443
2022 Q2	–	Sell	-2,681	Closed	-$206K	–	552
2022 Q1	$206K	Sell	2,681 -1,819	-40%	-$139K	0.02%	494
2021 Q4	$380K	Buy	4,500 +1,173	+35%	+$104K	0.05%	343
2021 Q3	$273K	Buy	+3,327	New	+$273K	0.04%	377

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

Nations Financial Group's LIT Position: Q4 2023 in Review

Nations Financial Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,217 shares — an estimated $233K sold.

Nations Financial Group first reported a position in LIT in Q3 2021 and held it in 7 quarters. The position peaked at $380K in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Nations Financial Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 4,217 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $233K.
Nations Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 7 quarters.
Nations Financial Group's Global X Lithium & Battery Tech ETF position peaked at $380K in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.