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

WealthSource 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
2022 Q1	–	Sell	-5,002	Closed	-$422K	–	606
2021 Q4	$422K	Sell	5,002 -2,260	-31%	-$200K	0.03%	343
2021 Q3	$595K	Sell	7,262 -1,010	-12%	-$82.8K	0.05%	254
2021 Q2	$599K	Buy	8,272 +350	+4%	+$22.5K	0.05%	242
2021 Q1	$463K	Buy	+7,922	New	+$518K	0.05%	255
2020 Q1	–	Sell	-9,826	Closed	-$269K	–	393
2019 Q4	$269K	Sell	9,826 -21,198	-68%	-$541K	0.04%	333
2019 Q3	$756K	Buy	31,024 +8	+0%	+$198	0.11%	180
2019 Q2	$809K	Buy	+31,016	New	+$835K	0.13%	169

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

WealthSource Partners's LIT Position: Q1 2022 in Review

WealthSource Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 5,002 shares — an estimated $422K sold.

WealthSource Partners first reported a position in LIT in Q2 2019 and held it in 7 quarters. The position peaked at $809K in Q2 2019. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

WealthSource Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 5,002 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $422K.
WealthSource Partners first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and held it in 7 quarters.
WealthSource Partners's Global X Lithium & Battery Tech ETF position peaked at $809K in Q2 2019.
451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.