OneDigital Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

OneDigital Investment Advisors’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
2022 Q4	–	Sell	-3,584	Closed	-$237K	–	837
2022 Q3	$237K	Buy	3,584 +437	+14%	+$32.4K	0.01%	660
2022 Q2	$229K	Sell	3,147 -16	-0.5%	-$1.14K	0.01%	618
2022 Q1	$244K	Buy	3,163 +301	+11%	+$23K	0.01%	653
2021 Q4	$242K	Buy	+2,862	New	+$254K	0.01%	661
2019 Q3	–	Sell	-1,984	Closed	-$52K	–	898
2019 Q2	$52K	Hold	1,984	–	–	﹤0.01%	564
2019 Q1	$56K	Buy	1,984 +9	+0.5%	+$257	0.01%	476
2018 Q4	$53K	Hold	1,975	–	–	0.01%	445
2018 Q3	$65K	Hold	1,975	–	–	0.02%	350
2018 Q2	$64K	Hold	1,975	–	–	0.01%	435
2018 Q1	$65K	Buy	1,975 +375	+23%	+$13.7K	0.01%	451
2017 Q4	$62K	Hold	1,600	–	–	0.01%	448
2017 Q3	$60K	Hold	1,600	–	–	0.02%	340
2017 Q2	$46K	Buy	+1,600	New	+$46.5K	0.01%	497

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

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

OneDigital Investment Advisors's LIT Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,584 shares — an estimated $237K sold.

OneDigital Investment Advisors first reported a position in LIT in Q2 2017 and held it in 13 quarters. The position peaked at $244K in Q1 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

OneDigital Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 3,584 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $237K.
OneDigital Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2017 and held it in 13 quarters.
OneDigital Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $244K in Q1 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.