AWM
LAC

AE Wealth Management’s Lithium Americas Corp. Common Shares 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
2023
Q4 		– Sell
-19,467
Closed -$331K – 2229
2023
Q3 		$331K Sell
19,467
-1,960
-9% -$37K ﹤0.01% 1572
2023
Q2 		$433K Sell
21,427
-2,785
-12% -$57.4K ﹤0.01% 1461
2023
Q1 		$527K Buy
24,212
+1,022
+4% +$22.6K ﹤0.01% 1332
2022
Q4 		$439K Buy
23,190
+9,319
+67% +$226K ﹤0.01% 1363
2022
Q3 		$364K Sell
13,871
-491
-3% -$13.1K ﹤0.01% 1398
2022
Q2 		$289K Sell
14,362
-12,618
-47% -$323K ﹤0.01% 1449
2022
Q1 		$1.04M Buy
26,980
+272
+1% +$7.74K 0.01% 907
2021
Q4 		$778K Buy
26,708
+17,330
+185% +$519K 0.01% 1051
2021
Q3 		$209K Buy
+9,378
New +$165K ﹤0.01% 1514
2021
Q2 		– Sell
-10,350
Closed -$166K – 1714
2021
Q1 		$166K Buy
+10,350
New +$193K ﹤0.01% 1423
2020
Q4 		– Sell
-12,270
Closed -$140K – 1474
2020
Q3 		$140K Sell
12,270
-500
-4% -$3.56K ﹤0.01% 1194
2020
Q2 		$65K Sell
12,770
-745
-6% -$2.77K ﹤0.01% 1209
2020
Q1 		$36K Buy
+13,515
New +$52.9K ﹤0.01% 1076

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's LAC Position: Q4 2023 in Review

AE Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 19,467 shares — an estimated $331K sold.

AE Wealth Management first reported a position in LAC in Q1 2020 and held it in 13 quarters. The position peaked at $1.04M in Q1 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • AE Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 19,467 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $331K.
  • AE Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q1 2020 and held it in 13 quarters.
  • AE Wealth Management's Lithium Americas Corp. Common Shares position peaked at $1.04M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.