Systematic Alpha Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Systematic Alpha Investments’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 Q1	–	Sell	-1,000	Closed	-$50.9K	–	249
2023 Q4	$50.9K	Hold	1,000	–	–	﹤0.01%	279
2023 Q3	$55.2K	Hold	1,000	–	–	﹤0.01%	266
2023 Q2	$65K	Hold	1,000	–	–	﹤0.01%	235
2023 Q1	$63.5K	Buy	+1,000	New	+$64.5K	﹤0.01%	260
2021 Q4	–	Sell	-1,000	Closed	-$92K	–	372
2021 Q3	$92K	Hold	1,000	–	–	﹤0.01%	282
2021 Q2	$86K	Hold	1,000	–	–	﹤0.01%	214
2021 Q1	$58K	Buy	+1,000	New	+$65.3K	﹤0.01%	156

Other funds holding LIT

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

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

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

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Systematic Alpha Investments's LIT Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 1,000 shares — an estimated $50.9K sold.

Systematic Alpha Investments first reported a position in LIT in Q1 2021 and held it in 7 quarters. The position peaked at $92K in Q3 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Systematic Alpha Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Systematic Alpha Investments sold 1,000 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $50.9K.
Systematic Alpha Investments first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 7 quarters.
Systematic Alpha Investments's Global X Lithium & Battery Tech ETF position peaked at $92K in Q3 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.