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

Strategic 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
2022
Q3 		$20K Hold
300
– – 0.03% 243
2022
Q2 		$22K Hold
300
– – 0.04% 257
2022
Q1 		$23K Hold
300
– – 0.03% 265
2021
Q4 		$25K Hold
300
– – 0.03% 250
2021
Q3 		$25K Buy
+300
New +$24.6K 0.04% 231

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 $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Asset Management's LIT Position: Q3 2022 in Review

Strategic Asset Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2022 at 300 shares worth $20K. The position accounts for 0.03% of the portfolio, ranked #243.

Strategic Asset Management first reported a position in LIT in Q3 2021 and has held it in 5 quarters since. The position peaked at $25K in Q4 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Strategic Asset Management held 300 shares of Global X Lithium & Battery Tech ETF worth $20K as of Q3 2022.
  • Strategic Asset Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2022.
  • Global X Lithium & Battery Tech ETF made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #243 holding.
  • Strategic Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Global X Lithium & Battery Tech ETF position peaked at $25K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.