Tilia Fiduciary Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-800	Closed	-$52K	–	303
2023 Q2	$52K	Hold	800	–	–	0.05%	206
2023 Q1	$50.8K	Hold	800	–	–	0.05%	208
2022 Q4	$46.9K	Sell	800 -100	-11%	-$6.68K	0.05%	208
2022 Q3	$60K	Hold	900	–	–	0.06%	181
2022 Q2	$62K	Hold	900	–	–	0.06%	184
2022 Q1	$69K	Hold	900	–	–	0.06%	189
2021 Q4	$76K	Buy	+900	New	+$79.8K	0.06%	182

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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Tilia Fiduciary Partners's LIT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 800 shares — an estimated $52K sold.

Tilia Fiduciary Partners first reported a position in LIT in Q4 2021 and held it in 7 quarters. The position peaked at $76K in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 800 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $52K.
Tilia Fiduciary Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Global X Lithium & Battery Tech ETF position peaked at $76K in Q4 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.