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

Simplicity Wealth’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
-8,670
Closed -$478K – 187
2023
Q3 		$478K Sell
8,670
-4,551
-34% -$278K 0.28% 47
2023
Q2 		$860K Sell
13,221
-16,091
-55% -$1M 0.53% 33
2023
Q1 		$1.86M Sell
29,312
-888
-3% -$57.3K 1.24% 20
2022
Q4 		$1.77M Sell
30,200
-230
-0.8% -$15.4K 1.56% 18
2022
Q3 		$2.01M Buy
+30,430
New +$2.26M 2.7% 13

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

Simplicity Wealth's LIT Position: Q4 2023 in Review

Simplicity Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 8,670 shares — an estimated $478K sold.

Simplicity Wealth first reported a position in LIT in Q3 2022 and held it in 5 quarters. The position peaked at $2.01M in Q3 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Simplicity Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Wealth sold 8,670 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $478K.
  • Simplicity Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and held it in 5 quarters.
  • Simplicity Wealth's Global X Lithium & Battery Tech ETF position peaked at $2.01M in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Simplicity Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.