NewSquare Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-80	Closed	-$5.2K	–	759
2023 Q2	$5.2K	Hold	80	–	–	﹤0.01%	416
2023 Q1	$5.08K	Hold	80	–	–	﹤0.01%	453
2022 Q4	$4.69K	Buy	+80	New	+$5.34K	﹤0.01%	380
2019 Q3	–	Sell	-68	Closed	-$2K	–	319
2019 Q2	$2K	Hold	68	–	–	﹤0.01%	331
2019 Q1	$2K	Hold	68	–	–	﹤0.01%	305
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	302
2018 Q3	$2K	Buy	+68	New	+$2.2K	﹤0.01%	297

Other funds holding LIT

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

NewSquare Capital's LIT Position: Q3 2023 in Review

NewSquare Capital sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 80 shares — an estimated $5.2K sold.

NewSquare Capital first reported a position in LIT in Q3 2018 and held it in 7 quarters. The position peaked at $5.2K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

NewSquare Capital reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 80 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $5.2K.
NewSquare Capital first reported a position in Global X Lithium & Battery Tech ETF in Q3 2018 and held it in 7 quarters.
NewSquare Capital's Global X Lithium & Battery Tech ETF position peaked at $5.2K in Q2 2023.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.