Private Capital Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Private Capital Group’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 Q2	–	Sell	-340	Closed	-$26K	–	2013
2022 Q1	$26K	Hold	340	–	–	0.01%	919
2021 Q4	$29K	Hold	340	–	–	0.01%	901
2021 Q3	$28K	Hold	340	–	–	0.01%	919
2021 Q2	$25K	Hold	340	–	–	0.01%	973
2021 Q1	$20K	Buy	+340	New	+$22.2K	0.01%	1069

Other funds holding LIT

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

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

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

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

GKWIM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Private Capital Group's LIT Position: Q2 2022 in Review

Private Capital Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 340 shares — an estimated $26K sold.

Private Capital Group first reported a position in LIT in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 445 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Private Capital Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 340 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $26K.
Private Capital Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 5 quarters.
Private Capital Group's Global X Lithium & Battery Tech ETF position peaked at $29K in Q4 2021.
445 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.