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Ridgewood Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Ridgewood Investments’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
-80
Closed -$5.2K – 503
2023
Q2 		$5.2K Buy
+80
New +$4.99K ﹤0.01% 593

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ridgewood Investments's LIT Position: Q3 2023 in Review

Ridgewood Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 80 shares — an estimated $5.2K sold.

Ridgewood Investments first reported a position in LIT in Q2 2023 and held it in 1 quarter. The position peaked at $5.2K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Ridgewood Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 80 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $5.2K.
  • Ridgewood Investments first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Global X Lithium & Battery Tech ETF position peaked at $5.2K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.