AAS
LAC

Avantax Advisory Services’s Lithium Americas Corp. Common Shares 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
2023
Q4 		– Sell
-31,850
Closed -$542K – 1699
2023
Q3 		$542K Buy
31,850
+5,741
+22% +$108K 0.01% 910
2023
Q2 		$528K Sell
26,109
-909
-3% -$18.7K 0.01% 926
2023
Q1 		$588K Buy
27,018
+958
+4% +$21.2K 0.01% 845
2022
Q4 		$494K Sell
26,060
-1,568
-6% -$38K 0.01% 871
2022
Q3 		$725K Sell
27,628
-1,629
-6% -$43.3K 0.01% 646
2022
Q2 		$589K Buy
+29,257
New +$748K 0.01% 718
2022
Q1 		– Sell
-15,926
Closed -$464K – 1381
2021
Q4 		$464K Buy
+15,926
New +$477K 0.01% 793

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 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 $1.51B AUM 24.9% 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

Avantax Advisory Services's LAC Position: Q4 2023 in Review

Avantax Advisory Services sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 31,850 shares — an estimated $542K sold.

Avantax Advisory Services first reported a position in LAC in Q4 2021 and held it in 7 quarters. The position peaked at $725K in Q3 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Avantax Advisory Services reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 31,850 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $542K.
  • Avantax Advisory Services first reported a position in Lithium Americas Corp. Common Shares in Q4 2021 and held it in 7 quarters.
  • Avantax Advisory Services's Lithium Americas Corp. Common Shares position peaked at $725K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.