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Obermeyer Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Obermeyer Wealth Partners’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
-3,287
Closed -$214K – 224
2023
Q2 		$214K Buy
+3,287
New +$205K 0.02% 200

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Obermeyer Wealth Partners's LIT Position: Q3 2023 in Review

Obermeyer Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,287 shares — an estimated $214K sold.

Obermeyer Wealth Partners first reported a position in LIT in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Obermeyer Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,287 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $214K.
  • Obermeyer Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $214K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2023, filed 8 Nov 2023.