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Piedmont Capital Management (Montana)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Piedmont Capital Management (Montana)’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
Q1 		– Sell
-68,088
Closed -$5.76M – 44
2021
Q4 		$5.76M Buy
68,088
+1,163
+2% +$103K 4.52% 6
2021
Q3 		$5.49M Buy
+66,925
New +$5.49M 4.38% 7

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Piedmont Capital Management (Montana)'s LIT Position: Q1 2022 in Review

Piedmont Capital Management (Montana) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 68,088 shares — an estimated $5.76M sold.

Piedmont Capital Management (Montana) first reported a position in LIT in Q3 2021 and held it in 2 quarters. The position peaked at $5.76M in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Piedmont Capital Management (Montana) reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 68,088 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $5.76M.
  • Piedmont Capital Management (Montana) first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 2 quarters.
  • Piedmont Capital Management (Montana)'s Global X Lithium & Battery Tech ETF position peaked at $5.76M in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2022, filed 11 May 2022.