Quattro Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Quattro Financial Advisors’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 Q2	–	Sell	-10,000	Closed	-$636K	–	91
2023 Q1	$636K	Hold	10,000	–	–	0.26%	55
2022 Q4	$586K	Hold	10,000	–	–	0.23%	55
2022 Q3	$661K	Hold	10,000	–	–	0.26%	55
2022 Q2	$726K	Hold	10,000	–	–	0.25%	51
2022 Q1	$770K	Hold	10,000	–	–	0.26%	56
2021 Q4	$844K	Hold	10,000	–	–	0.3%	60
2021 Q3	$889K	Hold	10,000	–	–	0.24%	65
2021 Q2	$778K	Hold	10,000	–	–	0.21%	66
2021 Q1	$626K	Buy	+10,000	New	+$653K	0.14%	78
2019 Q3	–	Sell	-1,124	Closed	-$29.4K	–	78
2019 Q2	$29.4K	Buy	+1,124	New	+$30.3K	0.01%	79
2019 Q1	–	Sell	-1,124	Closed	-$31.5K	–	52
2018 Q4	$31.5K	Buy	1,124 +374	+50%	+$11.4K	0.01%	87
2018 Q3	$24.1K	Buy	+750	New	+$24.2K	0.01%	73

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

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

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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Quattro Financial Advisors's LIT Position: Q2 2023 in Review

Quattro Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 10,000 shares — an estimated $636K sold.

Quattro Financial Advisors first reported a position in LIT in Q3 2018 and held it in 12 quarters. The position peaked at $889K in Q3 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Quattro Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Quattro Financial Advisors sold 10,000 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $636K.
Quattro Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2018 and held it in 12 quarters.
Quattro Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $889K in Q3 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Quattro Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.