Northwest Investment Counselors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Northwest Investment Counselors’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 Q3	$1.44K	Buy	+33	New	+$1.26K	﹤0.01%	575
2024 Q2	–	Sell	-698	Closed	-$31.6K	–	358
2024 Q1	$31.6K	Buy	+698	New	+$31.1K	0.01%	274
2023 Q4	–	Sell	-693	Closed	-$38.3K	–	365
2023 Q3	$38.3K	Buy	693 +1	+0.1%	+$61	0.01%	253
2023 Q2	$45K	Hold	692	–	–	0.01%	249
2023 Q1	$44K	Buy	692 +5	+0.7%	+$323	0.01%	260
2022 Q4	$40.2K	Hold	687	–	–	0.01%	266
2022 Q3	$45K	Buy	687 +1	+0.1%	+$74	0.01%	226
2022 Q2	$50K	Hold	686	–	–	0.02%	217
2022 Q1	$53K	Buy	686 +1	+0.1%	+$77	0.01%	225
2021 Q4	$58K	Buy	+685	New	+$60.7K	0.01%	216
2021 Q2	–	Sell	-652	Closed	-$38K	–	311
2021 Q1	$38K	Buy	+652	New	+$42.6K	0.01%	243

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

Northwest Investment Counselors's LIT Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q3 2024: 33 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in LIT as recently as Q1 2024.

Northwest Investment Counselors first reported a position in LIT in Q1 2021 and has held it in 11 quarters since. The position peaked at $58K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Northwest Investment Counselors held 33 shares of Global X Lithium & Battery Tech ETF worth $1.44K as of Q3 2024.
Global X Lithium & Battery Tech ETF was a new Northwest Investment Counselors position in Q3 2024.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #575 holding.
Northwest Investment Counselors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 11 quarters since.
Northwest Investment Counselors's Global X Lithium & Battery Tech ETF position peaked at $58K in Q4 2021.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.