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

WealthStone’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
2019
Q3 		– Sell
-200
Closed -$5.22K – 352
2019
Q2 		$5.22K Buy
+200
New +$5.39K ﹤0.01% 334

Other funds holding LIT

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthStone's LIT Position: Q3 2019 in Review

WealthStone sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2019, closing a stake of 200 shares — an estimated $5.22K sold.

WealthStone first reported a position in LIT in Q2 2019 and held it in 1 quarter. The position peaked at $5.22K in Q2 2019. 91 funds tracked by Wall St. Rank hold LIT as of Q3 2019.

  • WealthStone reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 200 Global X Lithium & Battery Tech ETF shares in Q3 2019, an estimated $5.22K.
  • WealthStone first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and held it in 1 quarter.
  • WealthStone's Global X Lithium & Battery Tech ETF position peaked at $5.22K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.