Axxcess Wealth Management’s Lucid Motors LCID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,010	Closed	-$81.2K	–	650
2023 Q1	$81.2K	Buy	+1,010	New	+$89.7K	0.01%	619
2022 Q2	–	Sell	-1,105	Closed	-$281K	–	603
2022 Q1	$281K	Sell	1,105 -213	-16%	-$63.4K	0.02%	489
2021 Q4	$502K	Buy	+1,318	New	+$497K	0.04%	359

Other funds holding LCID

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's LCID Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Lucid Motors (LCID) in Q2 2023, closing a stake of 1,010 shares — an estimated $81.2K sold.

Axxcess Wealth Management first reported a position in LCID in Q4 2021 and held it in 3 quarters. The position peaked at $502K in Q4 2021. 486 funds tracked by Wall St. Rank hold LCID as of Q2 2023.

Axxcess Wealth Management reported no remaining Lucid Motors position as of Q2 2023 after selling out during the quarter.
Axxcess Wealth Management sold 1,010 Lucid Motors shares in Q2 2023, an estimated $81.2K.
Axxcess Wealth Management first reported a position in Lucid Motors in Q4 2021 and held it in 3 quarters.
Axxcess Wealth Management's Lucid Motors position peaked at $502K in Q4 2021.
486 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.