Sage Mountain Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sage Mountain 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	-256	Closed	-$16.3K	–	368
2023 Q1	$16.3K	Sell	256 -124	-33%	-$8K	﹤0.01%	303
2022 Q4	$22.3K	Hold	380	–	–	0.01%	257
2022 Q3	$25K	Sell	380 -138	-27%	-$10.2K	0.01%	329
2022 Q2	$38K	Sell	518 -197	-28%	-$14K	0.01%	547
2022 Q1	$55K	Hold	715	–	–	0.01%	552
2021 Q4	$60K	Hold	715	–	–	0.01%	611
2021 Q3	$59K	Buy	+715	New	+$58.6K	0.01%	518

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

Sage Mountain Advisors's LIT Position: Q2 2023 in Review

Sage Mountain Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 256 shares — an estimated $16.3K sold.

Sage Mountain Advisors first reported a position in LIT in Q3 2021 and held it in 7 quarters. The position peaked at $60K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Sage Mountain Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Sage Mountain Advisors sold 256 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $16.3K.
Sage Mountain Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 7 quarters.
Sage Mountain Advisors's Global X Lithium & Battery Tech ETF position peaked at $60K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Sage Mountain Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.