Valeo Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-150	Closed	-$9K	–	1233
2021 Q1	$9K	Buy	150 +130	+650%	+$8.49K	﹤0.01%	1390
2020 Q4	$1K	Buy	+20	New	+$992	﹤0.01%	1587
2020 Q1	–	Sell	-150	Closed	-$4.15K	–	1859
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	1347
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	1253
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	1277
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	1239
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	1145
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	1196
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	1138
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	1141
2017 Q4	$6K	Buy	+150	New	+$5.9K	﹤0.01%	969

Other funds holding LIT

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Valeo Financial Advisors's LIT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2021, closing a stake of 150 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in LIT in Q4 2017 and held it in 11 quarters. The position peaked at $9K in Q1 2021. 312 funds tracked by Wall St. Rank hold LIT as of Q2 2021.

Valeo Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 150 Global X Lithium & Battery Tech ETF shares in Q2 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 11 quarters.
Valeo Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $9K in Q1 2021.
312 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.