Simplicity Solutions’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Simplicity Solutions’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	-13,221	Closed	-$860K	–	1051
2023 Q2	$860K	Buy	+13,221	New	+$824K	0.02%	500
2022 Q4	–	Sell	-14,887	Closed	-$984K	–	701
2022 Q3	$984K	Buy	14,887 +9,780	+192%	+$726K	0.14%	175
2022 Q2	$371K	Sell	5,107 -3,481	-41%	-$248K	0.05%	379
2022 Q1	$661K	Buy	+8,588	New	+$657K	0.08%	256
2021 Q4	–	Sell	-7,352	Closed	-$603K	–	549
2021 Q3	$603K	Sell	7,352 -141	-2%	-$11.6K	0.09%	247
2021 Q2	$543K	Buy	+7,493	New	+$482K	0.11%	209
2021 Q1	–	Sell	-37,874	Closed	-$2.34M	–	775
2020 Q4	$2.34M	Buy	+37,874	New	+$1.88M	0.03%	350

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's LIT Position: Q3 2023 in Review

Simplicity Solutions sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 13,221 shares — an estimated $860K sold.

Simplicity Solutions first reported a position in LIT in Q4 2020 and held it in 7 quarters. The position peaked at $2.34M in Q4 2020. 385 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Simplicity Solutions reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 13,221 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $860K.
Simplicity Solutions first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 7 quarters.
Simplicity Solutions's Global X Lithium & Battery Tech ETF position peaked at $2.34M in Q4 2020.
385 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.