Wambolt & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wambolt & Associates’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
2024 Q1	–	Sell	-6,743	Closed	-$343K	–	236
2023 Q4	$343K	Buy	6,743 +1,470	+28%	+$72.9K	0.11%	191
2023 Q3	$286K	Buy	5,273 +190	+4%	+$11.6K	0.1%	204
2023 Q2	$330K	Buy	5,083 +536	+12%	+$33.4K	0.12%	195
2023 Q1	$288K	Buy	4,547 +117	+3%	+$7.55K	0.1%	214
2022 Q4	$260K	Buy	4,430 +230	+5%	+$15.4K	0.1%	204
2022 Q3	$278K	Buy	4,200 +159	+4%	+$11.8K	0.12%	192
2022 Q2	$293K	Buy	4,041 +114	+3%	+$8.11K	0.12%	189
2022 Q1	$307K	Buy	3,927 +1,298	+49%	+$99.3K	0.11%	196
2021 Q4	$222K	Buy	+2,629	New	+$233K	0.08%	230

Other funds holding LIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wambolt & Associates's LIT Position: Q1 2024 in Review

Wambolt & Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 6,743 shares — an estimated $343K sold.

Wambolt & Associates first reported a position in LIT in Q4 2021 and held it in 9 quarters. The position peaked at $343K in Q4 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Wambolt & Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Wambolt & Associates sold 6,743 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $343K.
Wambolt & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 9 quarters.
Wambolt & Associates's Global X Lithium & Battery Tech ETF position peaked at $343K in Q4 2023.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Wambolt & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.