Patriot Financial Group Insurance Agency’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-521	Closed	-$38K	–	1271
2022 Q2	$38K	Sell	521 -407	-44%	-$28.9K	0.01%	812
2022 Q1	$71K	Buy	928 +134	+17%	+$10.3K	0.01%	681
2021 Q4	$67K	Buy	794 +33	+4%	+$2.93K	0.01%	768
2021 Q3	$62K	Buy	761 +392	+106%	+$32.1K	0.01%	799
2021 Q2	$27K	Buy	369 +320	+653%	+$20.6K	﹤0.01%	1059
2021 Q1	$3K	Sell	49 -153	-76%	-$10K	﹤0.01%	1692
2020 Q4	$13K	Hold	202	–	–	﹤0.01%	1132
2020 Q3	$8K	Buy	+202	New	+$7.6K	﹤0.01%	1096

Other funds holding LIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GKWIM

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LIT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 521 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in LIT in Q3 2020 and held it in 8 quarters. The position peaked at $71K in Q1 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 521 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $38K.
Patriot Financial Group Insurance Agency first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Global X Lithium & Battery Tech ETF position peaked at $71K in Q1 2022.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.