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

Private Ocean’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 Q3	–	Sell	-5	Closed	-$325	–	528
2023 Q2	$325	Buy	+5	New	+$312	﹤0.01%	553
2019 Q4	–	Sell	-24	Closed	-$1K	–	567
2019 Q3	$1K	Buy	+24	New	+$595	﹤0.01%	576

Other funds holding LIT

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Private Ocean's LIT Position: Q3 2023 in Review

Private Ocean sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 5 shares — an estimated $325 sold.

Private Ocean first reported a position in LIT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Private Ocean reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 5 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $325.
Private Ocean first reported a position in Global X Lithium & Battery Tech ETF in Q3 2019 and held it in 2 quarters.
Private Ocean's Global X Lithium & Battery Tech ETF position peaked at $1K in Q3 2019.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.