Smithbridge Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Smithbridge Asset 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
2024 Q1	–	Sell	-12,443	Closed	-$634K	–	138
2023 Q4	$634K	Sell	12,443 -1,128	-8%	-$55.9K	0.14%	107
2023 Q3	$749K	Sell	13,571 -9	-0.1%	-$550	0.19%	96
2023 Q2	$883K	Sell	13,580 -60	-0.4%	-$3.74K	0.21%	90
2023 Q1	$867K	Buy	13,640 +739	+6%	+$47.7K	0.22%	92
2022 Q4	$756K	Sell	12,901 -4,676	-27%	-$312K	0.2%	96
2022 Q3	$1.16M	Sell	17,577 -1,324	-7%	-$98.3K	0.48%	57
2022 Q2	$1.37M	Sell	18,901 -509	-3%	-$36.2K	0.53%	55
2022 Q1	$1.49M	Sell	19,410 -2,801	-13%	-$214K	0.49%	61
2021 Q4	$1.88M	Sell	22,211 -70	-0.3%	-$6.21K	0.57%	54
2021 Q3	$1.83M	Buy	+22,281	New	+$1.83M	0.61%	53

Other funds holding LIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Smithbridge Asset Management's LIT Position: Q1 2024 in Review

Smithbridge Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 12,443 shares — an estimated $634K sold.

Smithbridge Asset Management first reported a position in LIT in Q3 2021 and held it in 10 quarters. The position peaked at $1.88M in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Smithbridge Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Smithbridge Asset Management sold 12,443 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $634K.
Smithbridge Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 10 quarters.
Smithbridge Asset Management's Global X Lithium & Battery Tech ETF position peaked at $1.88M in Q4 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Smithbridge Asset Management's 13F filing for Q1 2024, filed 3 May 2024.