AWS
LEV

Atria Wealth Solutions’s The Lion Electric Company LEV Stock Holding History

Atria Wealth Solutions’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-99,967
Closed -$67.9K – 2120
2024
Q3 		$67.9K Buy
99,967
+799
+0.8% +$603 ﹤0.01% 1873
2024
Q2 		$90.1K Sell
99,168
-4,152
-4% -$4.4K ﹤0.01% 1862
2024
Q1 		$147K Buy
103,320
+10
+0% +$16 ﹤0.01% 1858
2023
Q4 		$183K Buy
103,310
+17,285
+20% +$30.1K ﹤0.01% 1796
2023
Q3 		$164K Sell
86,025
-43,500
-34% -$94.5K ﹤0.01% 1738
2023
Q2 		$240K Buy
129,525
+6,853
+6% +$13.8K ﹤0.01% 1581
2023
Q1 		$228K Buy
122,672
+1,000
+0.8% +$2.26K ﹤0.01% 1589
2022
Q4 		$273K Buy
121,672
+35,383
+41% +$95.7K ﹤0.01% 1420
2022
Q3 		$247K Buy
+86,289
New +$369K ﹤0.01% 1430
2022
Q2 		– Sell
-60,517
Closed -$508K – 1921
2022
Q1 		$508K Buy
+60,517
New +$514K 0.01% 1062

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Atria Wealth Solutions's LEV Position: Q4 2024 in Review

Atria Wealth Solutions sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 99,967 shares — an estimated $67.9K sold.

Atria Wealth Solutions first reported a position in LEV in Q1 2022 and held it in 10 quarters. The position peaked at $508K in Q1 2022. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Atria Wealth Solutions reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 99,967 The Lion Electric Company shares in Q4 2024, an estimated $67.9K.
  • Atria Wealth Solutions first reported a position in The Lion Electric Company in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's The Lion Electric Company position peaked at $508K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.