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

Personal Capital 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	$330K	Sell	5,630 -363	-6%	-$24.3K	﹤0.01%	363
2022 Q3	$396K	Buy	5,993 +419	+8%	+$31.1K	﹤0.01%	318
2022 Q2	$405K	Sell	5,574 -56	-1%	-$3.98K	﹤0.01%	299
2022 Q1	$433K	Buy	5,630 +1,416	+34%	+$108K	﹤0.01%	326
2021 Q4	$356K	Buy	4,214 +65	+2%	+$5.76K	﹤0.01%	402
2021 Q3	$340K	Sell	4,149 -84	-2%	-$6.89K	﹤0.01%	378
2021 Q2	$307K	Sell	4,233 -763	-15%	-$49.1K	﹤0.01%	388
2021 Q1	$292K	Buy	+4,996	New	+$326K	﹤0.01%	393

Other funds holding LIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Personal Capital Advisors's LIT Position: Q4 2022 in Review

Personal Capital Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 6.1% in Q4 2022, selling an estimated $24.3K and leaving 5,630 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Personal Capital Advisors first reported a position in LIT in Q1 2021 and has held it in 8 quarters since. The position peaked at $433K in Q1 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Personal Capital Advisors held 5,630 shares of Global X Lithium & Battery Tech ETF worth $330K as of Q4 2022.
Personal Capital Advisors sold 363 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $24.3K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #363 holding.
Personal Capital Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's Global X Lithium & Battery Tech ETF position peaked at $433K in Q1 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.