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

Stone House 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
2024
Q2 		– Sell
-35
Closed -$1.58K – 414
2024
Q1 		$1.58K Sell
35
-77
-69% -$3.43K ﹤0.01% 360
2023
Q4 		$5.71K Hold
112
– – ﹤0.01% 195
2023
Q3 		$6.18K Hold
112
– – ﹤0.01% 188
2023
Q2 		$7.28K Buy
+112
New +$6.98K ﹤0.01% 182

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stone House Investment Management's LIT Position: Q2 2024 in Review

Stone House Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 35 shares — an estimated $1.58K sold.

Stone House Investment Management first reported a position in LIT in Q2 2023 and held it in 4 quarters. The position peaked at $7.28K in Q2 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Stone House Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 35 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $1.58K.
  • Stone House Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 4 quarters.
  • Stone House Investment Management's Global X Lithium & Battery Tech ETF position peaked at $7.28K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.