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Sonora Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sonora Investment 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
2021
Q3 		$43K Hold
525
– – 0.01% 446
2021
Q2 		$38K Sell
525
-10
-2% -$644 0.01% 449
2021
Q1 		$31K Buy
535
+135
+34% +$8.82K ﹤0.01% 753
2020
Q4 		$25K Hold
400
– – ﹤0.01% 833
2020
Q3 		$16K Buy
+400
New +$15K ﹤0.01% 992

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sonora Investment Management's LIT Position: Q3 2021 in Review

Sonora Investment Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2021 at 525 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #446.

Sonora Investment Management first reported a position in LIT in Q3 2020 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Sonora Investment Management held 525 shares of Global X Lithium & Battery Tech ETF worth $43K as of Q3 2021.
  • Sonora Investment Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2021.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #446 holding.
  • Sonora Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and has held it in 5 quarters since.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.