Resources Management Corp’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Resources Management Corp’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 Q1	–	Sell	-200	Closed	-$12K	–	490
2022 Q4	$12K	Hold	200	–	–	﹤0.01%	365
2022 Q3	$13K	Hold	200	–	–	﹤0.01%	372
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	373
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	380
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	384
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	376
2021 Q2	$14K	Hold	200	–	–	﹤0.01%	396
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	394
2020 Q4	$12K	Buy	+200	New	+$9.92K	﹤0.01%	390

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Resources Management Corp's LIT Position: Q1 2023 in Review

Resources Management Corp sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 200 shares — an estimated $12K sold.

Resources Management Corp first reported a position in LIT in Q4 2020 and held it in 9 quarters. The position peaked at $17K in Q4 2021. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

Resources Management Corp reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
Resources Management Corp sold 200 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $12K.
Resources Management Corp first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 9 quarters.
Resources Management Corp's Global X Lithium & Battery Tech ETF position peaked at $17K in Q4 2021.
405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Resources Management Corp's 13F filing for Q1 2023, filed 11 May 2023.