Avantax Advisory Services’s Lithium Americas LAC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$29K	Sell	10,824 -5,527	-34%	-$15.3K	﹤0.01%	2334
2025 Q1	$44.3K	Sell	16,351 -486	-3%	-$1.46K	﹤0.01%	2201
2024 Q4	$50K	Sell	16,837 -1,655	-9%	-$5.74K	﹤0.01%	2156
2024 Q3	$49.9K	Sell	18,492 -1,046	-5%	-$2.66K	﹤0.01%	2096
2024 Q2	$52.4K	Sell	19,538 -2,734	-12%	-$12.1K	﹤0.01%	2039
2024 Q1	$150K	Sell	22,272 -7,834	-26%	-$40.7K	﹤0.01%	1573
2023 Q4	$193K	Buy	+30,106	New	+$224K	﹤0.01%	1482

Other funds holding LAC

GMH

General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's LAC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lithium Americas (LAC) stake by 34% in Q2 2025, selling an estimated $15.3K and leaving 10,824 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Avantax Advisory Services first reported a position in LAC in Q4 2023 and has held it in 7 quarters since. The position peaked at $193K in Q4 2023. 205 funds tracked by Wall St. Rank hold LAC as of Q2 2025.

Avantax Advisory Services held 10,824 shares of Lithium Americas worth $29K as of Q2 2025.
Avantax Advisory Services sold 5,527 Lithium Americas shares in Q2 2025, an estimated $15.3K.
Lithium Americas made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2334 holding.
Avantax Advisory Services first reported a position in Lithium Americas in Q4 2023 and has held it in 7 quarters since.
Avantax Advisory Services's Lithium Americas position peaked at $193K in Q4 2023.
205 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.