Sargent Bickham Lagudis’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sargent Bickham Lagudis’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 Q4	$146K	Sell	2,496 -527	-17%	-$35.2K	0.01%	297
2022 Q3	$200K	Buy	3,023 +977	+48%	+$72.5K	0.02%	239
2022 Q2	$149K	Buy	2,046 +884	+76%	+$62.9K	0.01%	279
2022 Q1	$90K	Hold	1,162	–	–	0.01%	348
2021 Q4	$98K	Hold	1,162	–	–	0.01%	338
2021 Q3	$95K	Hold	1,162	–	–	0.01%	343
2021 Q2	$84K	Buy	1,162 +157	+16%	+$10.1K	0.01%	366
2021 Q1	$59K	Buy	+1,005	New	+$65.7K	0.01%	414

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sargent Bickham Lagudis's LIT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 17% in Q4 2022, selling an estimated $35.2K and leaving 2,496 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #297.

Sargent Bickham Lagudis first reported a position in LIT in Q1 2021 and has held it in 8 quarters since. The position peaked at $200K in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Sargent Bickham Lagudis held 2,496 shares of Global X Lithium & Battery Tech ETF worth $146K as of Q4 2022.
Sargent Bickham Lagudis sold 527 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $35.2K.
Global X Lithium & Battery Tech ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #297 holding.
Sargent Bickham Lagudis first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's Global X Lithium & Battery Tech ETF position peaked at $200K in Q3 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.