Pathstone Holdings
LIT icon

Pathstone Holdings’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-4,870
Closed -$212K – 2359
2024
Q3 		$212K Sell
4,870
-623
-11% -$23.7K ﹤0.01% 2145
2024
Q2 		$213K Buy
+5,493
New +$239K ﹤0.01% 2112
2024
Q1 		– Sell
-6,299
Closed -$321K – 2330
2023
Q4 		$321K Buy
+6,299
New +$312K ﹤0.01% 1781

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LPL Financial
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WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Pathstone Holdings's LIT Position: Q4 2024 in Review

Pathstone Holdings sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 4,870 shares — an estimated $212K sold.

Pathstone Holdings first reported a position in LIT in Q4 2023 and held it in 3 quarters. The position peaked at $321K in Q4 2023. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Pathstone Holdings reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Pathstone Holdings sold 4,870 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $212K.
  • Pathstone Holdings first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 3 quarters.
  • Pathstone Holdings's Global X Lithium & Battery Tech ETF position peaked at $321K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Pathstone Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.