Sterling Investment Advisors (Pennsylvania)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-3,450	Closed	-$224K	–	145
2023 Q2	$224K	Buy	+3,450	New	+$215K	0.07%	124
2022 Q4	–	Sell	-3,450	Closed	-$228K	–	143
2022 Q3	$228K	Hold	3,450	–	–	0.09%	130
2022 Q2	$251K	Buy	3,450 +925	+37%	+$65.8K	0.09%	123
2022 Q1	$194K	Hold	2,525	–	–	0.06%	143
2021 Q4	$213K	Buy	2,525 +600	+31%	+$53.2K	0.06%	144
2021 Q3	$158K	Hold	1,925	–	–	0.05%	161
2021 Q2	$139K	Hold	1,925	–	–	0.04%	173
2021 Q1	$113K	Hold	1,925	–	–	0.04%	177
2020 Q4	$119K	Hold	1,925	–	–	0.04%	164
2020 Q3	$77K	Hold	1,925	–	–	0.03%	186
2020 Q2	$60K	Hold	1,925	–	–	0.02%	196
2020 Q1	$41K	Buy	1,925 +775	+67%	+$21.4K	0.02%	201
2019 Q4	$31K	Hold	1,150	–	–	0.01%	255
2019 Q3	$28K	Buy	+1,150	New	+$28.5K	0.01%	262
2019 Q2	–	Sell	-1,150	Closed	-$33K	–	430
2019 Q1	$33K	Hold	1,150	–	–	0.02%	248
2018 Q4	$31K	Sell	1,150 -800	-41%	-$24.3K	0.02%	243
2018 Q3	$64K	Sell	1,950 -2,000	-51%	-$64.7K	0.03%	198
2018 Q2	$128K	Sell	3,950 -400	-9%	-$13.4K	0.08%	130
2018 Q1	$143K	Buy	+4,350	New	+$159K	0.09%	117

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s LIT Position: Q3 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,450 shares — an estimated $224K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LIT in Q1 2018 and held it in 19 quarters. The position peaked at $251K in Q2 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Sterling Investment Advisors (Pennsylvania) reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 3,450 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $224K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 19 quarters.
Sterling Investment Advisors (Pennsylvania)'s Global X Lithium & Battery Tech ETF position peaked at $251K in Q2 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2023, filed 6 Nov 2023.