YHB Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

YHB Investment 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
2023 Q3	–	Sell	-5,360	Closed	-$349K	–	278
2023 Q2	$349K	Sell	5,360 -524	-9%	-$32.7K	0.03%	215
2023 Q1	$374K	Buy	5,884 +583	+11%	+$37.6K	0.04%	211
2022 Q4	$311K	Sell	5,301 -100	-2%	-$6.68K	0.03%	219
2022 Q3	$357K	Buy	5,401 +360	+7%	+$26.7K	0.04%	207
2022 Q2	$366K	Buy	5,041 +20	+0.4%	+$1.42K	0.04%	209
2022 Q1	$387K	Buy	5,021 +1,316	+36%	+$101K	0.03%	213
2021 Q4	$313K	Buy	+3,705	New	+$329K	0.02%	260

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

YHB Investment Advisors's LIT Position: Q3 2023 in Review

YHB Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 5,360 shares — an estimated $349K sold.

YHB Investment Advisors first reported a position in LIT in Q4 2021 and held it in 7 quarters. The position peaked at $387K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

YHB Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
YHB Investment Advisors sold 5,360 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $349K.
YHB Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 7 quarters.
YHB Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $387K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.