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

Sheets Smith 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
Q4 		– Sell
-2,846
Closed -$157K – 440
2023
Q3 		$157K Buy
+2,846
New +$174K 0.02% 318

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sheets Smith Wealth Management's LIT Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 2,846 shares — an estimated $157K sold.

Sheets Smith Wealth Management first reported a position in LIT in Q3 2023 and held it in 1 quarter. The position peaked at $157K in Q3 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,846 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $157K.
  • Sheets Smith Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $157K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.