Tradewinds Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Tradewinds Capital Management’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 Q2	–	Sell	-27	Closed	-$2K	–	632
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	672
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	680
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	657
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	670
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	638
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	604
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	622
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	612
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	605
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	642
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	584
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	569
2019 Q1	$1K	Sell	27 -226	-89%	-$6.44K	﹤0.01%	572
2018 Q4	$7K	Hold	253	–	–	﹤0.01%	422
2018 Q3	$8K	Hold	253	–	–	﹤0.01%	440
2018 Q2	$8K	Sell	253 -40	-14%	-$1.34K	﹤0.01%	436
2018 Q1	$10K	Buy	293 +6	+2%	+$219	﹤0.01%	400
2017 Q4	$11K	Buy	287 +67	+30%	+$2.63K	0.01%	405
2017 Q3	$8K	Hold	220	–	–	﹤0.01%	428
2017 Q2	$6K	Hold	220	–	–	﹤0.01%	461
2017 Q1	$6K	Buy	+220	New	+$5.83K	﹤0.01%	466

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Tradewinds Capital Management's LIT Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 27 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in LIT in Q1 2017 and held it in 21 quarters. The position peaked at $11K in Q4 2017. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Tradewinds Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 27 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $2K.
Tradewinds Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2017 and held it in 21 quarters.
Tradewinds Capital Management's Global X Lithium & Battery Tech ETF position peaked at $11K in Q4 2017.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.