PAI
LIT icon

Pittenger & Anderson Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pittenger & Anderson Inc’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
2023
Q1 		– Sell
-3,300
Closed -$193K – 447
2022
Q4 		$193K Hold
3,300
– – 0.01% 196
2022
Q3 		$218K Hold
3,300
– – 0.01% 188
2022
Q2 		$240K Buy
+3,300
New +$235K 0.01% 187

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pittenger & Anderson Inc's LIT Position: Q1 2023 in Review

Pittenger & Anderson Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 3,300 shares — an estimated $193K sold.

Pittenger & Anderson Inc first reported a position in LIT in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • Pittenger & Anderson Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 3,300 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $193K.
  • Pittenger & Anderson Inc first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 3 quarters.
  • Pittenger & Anderson Inc's Global X Lithium & Battery Tech ETF position peaked at $240K in Q2 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2023, filed 10 May 2023.