ZIG
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Zullo Investment Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-100
Closed -$5.86K – 463
2022
Q4 		$5.86K Hold
100
– – ﹤0.01% 576
2022
Q3 		$7K Sell
100
-5
-5% -$371 ﹤0.01% 542
2022
Q2 		$8K Buy
105
+5
+5% +$356 0.01% 536
2022
Q1 		$8K Hold
100
– – ﹤0.01% 571
2021
Q4 		$8K Buy
+100
New +$8.87K ﹤0.01% 573

Other funds holding LIT

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zullo Investment Group's LIT Position: Q1 2023 in Review

Zullo Investment Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 100 shares — an estimated $5.86K sold.

Zullo Investment Group first reported a position in LIT in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q2 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • Zullo Investment Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 100 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $5.86K.
  • Zullo Investment Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Global X Lithium & Battery Tech ETF position peaked at $8K in Q2 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.