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WhitTier Trust Company’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WhitTier Trust Company’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
2023
Q4 		– Sell
-7,839
Closed -$432K – 1215
2023
Q3 		$432K Hold
7,839
– – 0.02% 346
2023
Q2 		$510K Hold
7,839
– – 0.02% 340
2023
Q1 		$498K Hold
7,839
– – 0.02% 336
2022
Q4 		$459K Hold
7,839
– – 0.02% 351
2022
Q3 		$518K Hold
7,839
– – 0.02% 332
2022
Q2 		$569K Hold
7,839
– – 0.02% 327
2022
Q1 		$603K Buy
+7,839
New +$600K 0.02% 331

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

WhitTier Trust Company's LIT Position: Q4 2023 in Review

WhitTier Trust Company sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 7,839 shares — an estimated $432K sold.

WhitTier Trust Company first reported a position in LIT in Q1 2022 and held it in 7 quarters. The position peaked at $603K in Q1 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • WhitTier Trust Company reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • WhitTier Trust Company sold 7,839 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $432K.
  • WhitTier Trust Company first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 7 quarters.
  • WhitTier Trust Company's Global X Lithium & Battery Tech ETF position peaked at $603K in Q1 2022.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on WhitTier Trust Company's 13F filing for Q4 2023, filed 11 Jan 2024.