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Raymond James & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Raymond James & Associates’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
Q3 		$1.48M Sell
33,841
-9,849
-23% -$375K ﹤0.01% 2433
2024
Q2 		$1.7M Sell
43,690
-17,057
-28% -$744K ﹤0.01% 2255
2024
Q1 		$2.75M Sell
60,747
-10,563
-15% -$471K ﹤0.01% 1966
2023
Q4 		$3.63M Sell
71,310
-18,406
-21% -$912K ﹤0.01% 1732
2023
Q3 		$4.95M Sell
89,716
-2,162
-2% -$132K ﹤0.01% 1461
2023
Q2 		$5.97M Sell
91,878
-7,931
-8% -$494K ﹤0.01% 1359
2023
Q1 		$6.34M Sell
99,809
-4,486
-4% -$289K 0.01% 1312
2022
Q4 		$6.11M Sell
104,295
-4,940
-5% -$330K 0.01% 1281
2022
Q3 		$7.22M Buy
109,235
+4,273
+4% +$317K 0.01% 1138
2022
Q2 		$7.62M Sell
104,962
-1,680
-2% -$119K 0.01% 1134
2022
Q1 		$8.21M Sell
106,642
-15,791
-13% -$1.21M 0.01% 1182
2021
Q4 		$10.3M Buy
122,433
+17,415
+17% +$1.54M 0.01% 1086
2021
Q3 		$8.61M Buy
105,018
+21,101
+25% +$1.73M 0.01% 1139
2021
Q2 		$6.08M Buy
83,917
+29,595
+54% +$1.9M 0.01% 1359
2021
Q1 		$3.18M Sell
54,322
-14,508
-21% -$948K ﹤0.01% 1721
2020
Q4 		$4.26M Buy
68,830
+13,188
+24% +$654K ﹤0.01% 1429
2020
Q3 		$2.23M Buy
55,642
+37,496
+207% +$1.41M ﹤0.01% 1691
2020
Q2 		$574K Buy
18,146
+3,699
+26% +$99.6K ﹤0.01% 2496
2020
Q1 		$314K Sell
14,447
-95,271
-87% -$2.64M ﹤0.01% 2735
2019
Q4 		$3M Buy
109,718
+92,849
+550% +$2.37M ﹤0.01% 1577
2019
Q3 		$411K Sell
16,869
-589
-3% -$14.6K ﹤0.01% 2796
2019
Q2 		$455K Buy
17,458
+1,628
+10% +$43.9K ﹤0.01% 2750
2019
Q1 		$448K Buy
15,830
+1,630
+11% +$46.5K ﹤0.01% 2736
2018
Q4 		$383K Sell
14,200
-11,930
-46% -$363K ﹤0.01% 2717
2018
Q3 		$861K Sell
26,130
-2,037
-7% -$65.8K ﹤0.01% 2346
2018
Q2 		$916K Sell
28,167
-1,701
-6% -$56.9K ﹤0.01% 2274
2018
Q1 		$985K Buy
29,868
+4,597
+18% +$168K ﹤0.01% 2135
2017
Q4 		$980K Buy
25,271
+17,917
+244% +$705K ﹤0.01% 2141
2017
Q3 		$275K Buy
+7,354
New +$243K ﹤0.01% 2843
2016
Q3 		– Sell
-10,700
Closed -$267K – 3258
2016
Q2 		$267K Buy
+10,700
New +$251K ﹤0.01% 2476

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James & Associates's LIT Position: Q3 2024 in Review

Raymond James & Associates reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q3 2024, selling an estimated $375K and leaving 33,841 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Raymond James & Associates first reported a position in LIT in Q2 2016 and has held it in 30 quarters since. The position peaked at $10.3M in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Raymond James & Associates held 33,841 shares of Global X Lithium & Battery Tech ETF worth $1.48M as of Q3 2024.
  • Raymond James & Associates sold 9,849 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $375K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2433 holding.
  • Raymond James & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q2 2016 and has held it in 30 quarters since.
  • Raymond James & Associates's Global X Lithium & Battery Tech ETF position peaked at $10.3M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.