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SeaCrest Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SeaCrest Wealth Management’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
-3,534
Closed -$230K – 638
2023
Q2 		$230K Sell
3,534
-8,158
-70% -$508K 0.03% 539
2023
Q1 		$743K Buy
11,692
+164
+1% +$10.6K 0.1% 228
2022
Q4 		$676K Sell
11,528
-3,870
-25% -$259K 0.1% 241
2022
Q3 		$1.02M Buy
15,398
+4,570
+42% +$339K 0.15% 140
2022
Q2 		$786K Buy
10,828
+566
+6% +$40.2K 0.1% 210
2022
Q1 		$790K Sell
10,262
-2,888
-22% -$221K 0.09% 231
2021
Q4 		$1.11M Buy
13,150
+688
+6% +$61K 0.12% 170
2021
Q3 		$1.02M Sell
12,462
-504
-4% -$41.3K 0.12% 180
2021
Q2 		$940K Buy
12,966
+469
+4% +$30.2K 0.11% 196
2021
Q1 		$731K Buy
12,497
+721
+6% +$47.1K 0.1% 223
2020
Q4 		$729K Buy
+11,776
New +$584K 0.1% 219
2019
Q2 		– Sell
-879
Closed -$25K – 1257
2019
Q1 		$25K Buy
879
+129
+17% +$3.68K ﹤0.01% 1192
2018
Q4 		$20K Sell
750
-10,990
-94% -$334K ﹤0.01% 1235
2018
Q3 		$387K Sell
11,740
-1,450
-11% -$46.9K 0.07% 320
2018
Q2 		$429K Sell
13,190
-365
-3% -$12.2K 0.08% 286
2018
Q1 		$447K Sell
13,555
-4,301
-24% -$157K 0.08% 269
2017
Q4 		$692K Buy
+17,856
New +$702K 0.13% 163

Other funds holding LIT

LPL Financial
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

SeaCrest Wealth Management's LIT Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,534 shares — an estimated $230K sold.

SeaCrest Wealth Management first reported a position in LIT in Q4 2017 and held it in 17 quarters. The position peaked at $1.11M in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • SeaCrest Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,534 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $230K.
  • SeaCrest Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 17 quarters.
  • SeaCrest Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.11M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.