SVB Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SVB Wealth’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	–	Sell	-35	Closed	-$2K	–	1031
2021 Q2	$2K	Buy	+35	New	+$2.25K	﹤0.01%	985

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

GKWIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SVB Wealth's LIT Position: Q3 2021 in Review

SVB Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2021, closing a stake of 35 shares — an estimated $2K sold.

SVB Wealth first reported a position in LIT in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

SVB Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2021 after selling out during the quarter.
SVB Wealth sold 35 Global X Lithium & Battery Tech ETF shares in Q3 2021, an estimated $2K.
SVB Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 1 quarter.
SVB Wealth's Global X Lithium & Battery Tech ETF position peaked at $2K in Q2 2021.
367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.