Northeast Financial Consultants’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Northeast Financial Consultants’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 Q1	–	Sell	-4,318	Closed	-$253K	–	326
2022 Q4	$253K	Buy	4,318 +1,209	+39%	+$80.8K	0.02%	263
2022 Q3	$205K	Hold	3,109	–	–	0.02%	305
2022 Q2	$226K	Hold	3,109	–	–	0.02%	300
2022 Q1	$239K	Hold	3,109	–	–	0.01%	345
2021 Q4	$263K	Buy	+3,109	New	+$276K	0.02%	300

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northeast Financial Consultants's LIT Position: Q1 2023 in Review

Northeast Financial Consultants sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 4,318 shares — an estimated $253K sold.

Northeast Financial Consultants first reported a position in LIT in Q4 2021 and held it in 5 quarters. The position peaked at $263K in Q4 2021. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

Northeast Financial Consultants reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
Northeast Financial Consultants sold 4,318 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $253K.
Northeast Financial Consultants first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 5 quarters.
Northeast Financial Consultants's Global X Lithium & Battery Tech ETF position peaked at $263K in Q4 2021.
405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Northeast Financial Consultants's 13F filing for Q1 2023, filed 15 May 2023.