AWM
LAC

AE Wealth Management’s Lithium Americas LAC Stock Holding History

AE Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,164
Closed -$27.4K – 2145
2024
Q3 		$27.4K Buy
10,164
+43
+0.4% +$109 ﹤0.01% 1228
2024
Q2 		$27.1K Buy
+10,121
New +$44.7K ﹤0.01% 1223
2024
Q1 		– Sell
-20,051
Closed -$92.4K – 1621
2023
Q4 		$92.4K Buy
+20,051
New +$149K ﹤0.01% 1948

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

AE Wealth Management's LAC Position: Q4 2024 in Review

AE Wealth Management sold out of Lithium Americas (LAC) in Q4 2024, closing a stake of 10,164 shares — an estimated $27.4K sold.

AE Wealth Management first reported a position in LAC in Q4 2023 and held it in 3 quarters. The position peaked at $92.4K in Q4 2023. 228 funds tracked by Wall St. Rank hold LAC as of Q4 2024.

  • AE Wealth Management reported no remaining Lithium Americas position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,164 Lithium Americas shares in Q4 2024, an estimated $27.4K.
  • AE Wealth Management first reported a position in Lithium Americas in Q4 2023 and held it in 3 quarters.
  • AE Wealth Management's Lithium Americas position peaked at $92.4K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Lithium Americas as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.