One Charles Private Wealth Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

One Charles Private Wealth Services’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	-3,864	Closed	-$226K	–	121
2022 Q4	$226K	Sell	3,864 -1,509	-28%	-$101K	0.15%	105
2022 Q3	$355K	Buy	5,373 +208	+4%	+$15.4K	0.24%	74
2022 Q2	$362K	Buy	5,165 +802	+18%	+$57K	0.24%	74
2022 Q1	$336K	Buy	4,363 +818	+23%	+$62.6K	0.21%	80
2021 Q4	$299K	Buy	3,545 +112	+3%	+$9.93K	0.17%	94
2021 Q3	$281K	Buy	3,433 +142	+4%	+$11.6K	0.16%	89
2021 Q2	$238K	Buy	+3,291	New	+$212K	0.16%	99

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

One Charles Private Wealth Services's LIT Position: Q1 2023 in Review

One Charles Private Wealth Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 3,864 shares — an estimated $226K sold.

One Charles Private Wealth Services first reported a position in LIT in Q2 2021 and held it in 7 quarters. The position peaked at $362K in Q2 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

One Charles Private Wealth Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
One Charles Private Wealth Services sold 3,864 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $226K.
One Charles Private Wealth Services first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 7 quarters.
One Charles Private Wealth Services's Global X Lithium & Battery Tech ETF position peaked at $362K in Q2 2022.
405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on One Charles Private Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.