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

Perennial 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
2021
Q3 		– Sell
-45
Closed -$3K – 184
2021
Q2 		$3K Hold
45
– – ﹤0.01% 278
2021
Q1 		$3K Buy
+45
New +$2.94K ﹤0.01% 275

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Perennial Advisors's LIT Position: Q3 2021 in Review

Perennial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2021, closing a stake of 45 shares — an estimated $3K sold.

Perennial Advisors first reported a position in LIT in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Perennial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 45 Global X Lithium & Battery Tech ETF shares in Q3 2021, an estimated $3K.
  • Perennial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 2 quarters.
  • Perennial Advisors's Global X Lithium & Battery Tech ETF position peaked at $3K in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.