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Sandy Cove Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-1,285
Closed -$99K – 251
2022
Q1 		$99K Buy
1,285
+125
+11% +$9.57K 0.08% 127
2021
Q4 		$98K Buy
+1,160
New +$103K 0.08% 121

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LPL Financial
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Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sandy Cove Advisors's LIT Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 1,285 shares — an estimated $99K sold.

Sandy Cove Advisors first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $99K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,285 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $99K.
  • Sandy Cove Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Global X Lithium & Battery Tech ETF position peaked at $99K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.