Simon Quick Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Simon Quick 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	-421	Closed	-$32K	–	299
2022 Q1	$32K	Buy	421 +1	+0.2%	+$77	0.01%	247
2021 Q4	$35K	Hold	420	–	–	0.01%	249
2021 Q3	$34K	Hold	420	–	–	0.01%	288
2021 Q2	$30K	Buy	+420	New	+$27K	0.01%	300
2018 Q2	–	Sell	-26	Closed	-$1K	–	366
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	299
2017 Q4	$1K	Buy	26 +1	+4%	+$39	﹤0.01%	430
2017 Q3	$1K	Buy	+25	New	+$825	﹤0.01%	499

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Simon Quick Advisors's LIT Position: Q2 2022 in Review

Simon Quick Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 421 shares — an estimated $32K sold.

Simon Quick Advisors first reported a position in LIT in Q3 2017 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Simon Quick Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 421 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $32K.
Simon Quick Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 7 quarters.
Simon Quick Advisors's Global X Lithium & Battery Tech ETF position peaked at $35K in Q4 2021.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.