Purus Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Purus Wealth Management’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
2024 Q1	–	Sell	-11,872	Closed	-$605K	–	122
2023 Q4	$605K	Sell	11,872 -1,030	-8%	-$51.1K	0.35%	56
2023 Q3	$712K	Sell	12,902 -34	-0.3%	-$2.08K	0.48%	47
2023 Q2	$841K	Sell	12,936 -1,823	-12%	-$114K	0.55%	45
2023 Q1	$938K	Sell	14,759 -653	-4%	-$42.1K	0.74%	32
2022 Q4	$903K	Sell	15,412 -1,964	-11%	-$131K	0.82%	32
2022 Q3	$1.15M	Buy	17,376 +3,518	+25%	+$261K	1.06%	27
2022 Q2	$1.01M	Sell	13,858 -341	-2%	-$24.2K	0.9%	29
2022 Q1	$1.09M	Sell	14,199 -1,151	-7%	-$88.1K	0.76%	31
2021 Q4	$1.3M	Buy	15,350 +9,929	+183%	+$880K	0.81%	32
2021 Q3	$444K	Buy	+5,421	New	+$444K	0.31%	59

Other funds holding LIT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Purus Wealth Management's LIT Position: Q1 2024 in Review

Purus Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 11,872 shares — an estimated $605K sold.

Purus Wealth Management first reported a position in LIT in Q3 2021 and held it in 10 quarters. The position peaked at $1.3M in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Purus Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Purus Wealth Management sold 11,872 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $605K.
Purus Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 10 quarters.
Purus Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.3M in Q4 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Purus Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.