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

TCI Wealth Advisors’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 Q2	–	Sell	-280	Closed	-$17.8K	–	1321
2023 Q1	$17.8K	Sell	280 -137	-33%	-$8.84K	﹤0.01%	777
2022 Q4	$24.4K	Buy	417 +137	+49%	+$9.15K	﹤0.01%	606
2022 Q3	$19K	Hold	280	–	–	﹤0.01%	676
2022 Q2	$20K	Hold	280	–	–	﹤0.01%	641
2022 Q1	$22K	Hold	280	–	–	﹤0.01%	657
2021 Q4	$24K	Hold	280	–	–	﹤0.01%	631
2021 Q3	$23K	Buy	280 +230	+460%	+$18.9K	﹤0.01%	629
2021 Q2	$4K	Buy	+50	New	+$3.22K	﹤0.01%	1595
2018 Q3	–	Sell	-7	Closed	–	–	1520
2018 Q2	$0	Buy	+7	New	+$234	﹤0.01%	1556

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

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

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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

TCI Wealth Advisors's LIT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 280 shares — an estimated $17.8K sold.

TCI Wealth Advisors first reported a position in LIT in Q2 2018 and held it in 9 quarters. The position peaked at $24.4K in Q4 2022. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

TCI Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 280 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $17.8K.
TCI Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and held it in 9 quarters.
TCI Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $24.4K in Q4 2022.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.