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

Perennial 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
2024 Q2	–	Sell	-4,905	Closed	-$222K	–	388
2024 Q1	$222K	Sell	4,905 -1,412	-22%	-$62.9K	0.03%	304
2023 Q4	$322K	Sell	6,317 -817	-11%	-$40.5K	0.05%	232
2023 Q3	$394K	Sell	7,134 -127	-2%	-$7.76K	0.07%	197
2023 Q2	$472K	Sell	7,261 -19	-0.3%	-$1.18K	0.08%	182
2023 Q1	$463K	Buy	7,280 +1,325	+22%	+$85.5K	0.09%	184
2022 Q4	$349K	Sell	5,955 -615	-9%	-$41.1K	0.14%	133
2022 Q3	$434K	Buy	6,570 +599	+10%	+$44.5K	0.2%	99
2022 Q2	$432K	Buy	5,971 +1,185	+25%	+$84.3K	0.17%	114
2022 Q1	$368K	Buy	+4,786	New	+$366K	0.12%	142

Other funds holding LIT

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Perennial Investment Advisors's LIT Position: Q2 2024 in Review

Perennial Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,905 shares — an estimated $222K sold.

Perennial Investment Advisors first reported a position in LIT in Q1 2022 and held it in 9 quarters. The position peaked at $472K in Q2 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Perennial Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Perennial Investment Advisors sold 4,905 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $222K.
Perennial Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 9 quarters.
Perennial Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $472K in Q2 2023.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Perennial Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.