AWM
LAC

Avior Wealth Management’s Lithium Americas LAC Stock Holding History

Avior 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
2025
Q1 		– Sell
-700
Closed -$2.08K – 1625
2024
Q4 		$2.08K Buy
700
+400
+133% +$1.39K ﹤0.01% 2110
2024
Q3 		$810 Hold
300
– – ﹤0.01% 2098
2024
Q2 		$804 Hold
300
– – ﹤0.01% 2053
2024
Q1 		$2.02K Buy
+300
New +$1.56K ﹤0.01% 2270

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HP
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Avior Wealth Management's LAC Position: Q1 2025 in Review

Avior Wealth Management sold out of Lithium Americas (LAC) in Q1 2025, closing a stake of 700 shares — an estimated $2.08K sold.

Avior Wealth Management first reported a position in LAC in Q1 2024 and held it in 4 quarters. The position peaked at $2.08K in Q4 2024. 218 funds tracked by Wall St. Rank hold LAC as of Q1 2025.

  • Avior Wealth Management reported no remaining Lithium Americas position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 700 Lithium Americas shares in Q1 2025, an estimated $2.08K.
  • Avior Wealth Management first reported a position in Lithium Americas in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Lithium Americas position peaked at $2.08K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.