Thompson Davis & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Thompson Davis & Co’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 Q1	–	Sell	-3,702	Closed	-$313K	–	122
2021 Q4	$313K	Buy	+3,702	New	+$328K	0.26%	71
2018 Q1	–	Sell	-1,251	Closed	-$48K	–	675
2017 Q4	$48K	Sell	1,251 -1,253	-50%	-$49.3K	0.11%	188
2017 Q3	$94K	Buy	+2,504	New	+$82.6K	0.17%	135

Other funds holding LIT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Thompson Davis & Co's LIT Position: Q1 2022 in Review

Thompson Davis & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 3,702 shares — an estimated $313K sold.

Thompson Davis & Co first reported a position in LIT in Q3 2017 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

Thompson Davis & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
Thompson Davis & Co sold 3,702 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $313K.
Thompson Davis & Co first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 3 quarters.
Thompson Davis & Co's Global X Lithium & Battery Tech ETF position peaked at $313K in Q4 2021.
451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Thompson Davis & Co's 13F filing for Q1 2022, filed 13 May 2022.