Axxcess Wealth Management’s American Lithium Corp. Common Stock AMLI Stock Holding History

Axxcess Wealth Management’s Portfolio AMLI Stock Details AMLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,012	Closed	-$11K	–	940
2023 Q4	$11K	Hold	10,012	–	–	﹤0.01%	830
2023 Q3	$14.3K	Hold	10,012	–	–	﹤0.01%	795
2023 Q2	$20.1K	Hold	10,012	–	–	﹤0.01%	583
2023 Q1	$23.1K	Buy	+10,012	New	+$29.4K	﹤0.01%	628

Other funds holding AMLI

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Axxcess Wealth Management's AMLI Position: Q1 2024 in Review

Axxcess Wealth Management sold out of American Lithium Corp. Common Stock (AMLI) in Q1 2024, closing a stake of 10,012 shares — an estimated $11K sold.

Axxcess Wealth Management first reported a position in AMLI in Q1 2023 and held it in 4 quarters. The position peaked at $23.1K in Q1 2023. 65 funds tracked by Wall St. Rank hold AMLI as of Q1 2024.

Axxcess Wealth Management reported no remaining American Lithium Corp. Common Stock position as of Q1 2024 after selling out during the quarter.
Axxcess Wealth Management sold 10,012 American Lithium Corp. Common Stock shares in Q1 2024, an estimated $11K.
Axxcess Wealth Management first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 4 quarters.
Axxcess Wealth Management's American Lithium Corp. Common Stock position peaked at $23.1K in Q1 2023.
65 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.