B. Riley Wealth Advisors’s Lucid Motors LCID Stock Holding History

B. Riley Wealth Advisors’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
2025 Q3	–	Sell	-5,161	Closed	-$109K	–	1145
2025 Q2	$109K	Buy	+5,161	New	+$124K	0.01%	956
2024 Q4	$186K	Sell	6,144 -375	-6%	-$9.76K	0.01%	1049
2024 Q3	$226K	Buy	6,519 +807	+14%	+$28.1K	0.01%	1086
2024 Q2	$149K	Buy	5,712 +187	+3%	+$4.99K	﹤0.01%	1278
2024 Q1	$309K	Buy	5,525 +636	+13%	+$20.3K	0.01%	1023
2023 Q4	$206K	Sell	4,889 -636	-12%	-$28.6K	0.01%	1250
2023 Q3	$309K	Buy	5,525 +16	+0.3%	+$1.04K	0.01%	1023
2023 Q2	$380K	Buy	5,509 +1,099	+25%	+$78.4K	0.01%	999
2023 Q1	$355K	Sell	4,410 -8	-0.2%	-$711	0.01%	975
2022 Q4	$302K	Buy	4,418 +1,529	+53%	+$168K	0.01%	1046
2022 Q3	$405K	Buy	2,889 +931	+48%	+$161K	0.01%	853
2022 Q2	$336K	Sell	1,958 -169	-8%	-$32.1K	0.01%	823
2022 Q1	$542K	Buy	2,127 +36	+2%	+$10.7K	0.02%	711
2021 Q4	$797K	Buy	2,091 +1,166	+126%	+$440K	0.02%	607
2021 Q3	$235K	Buy	925 +209	+29%	+$48.4K	0.01%	1165
2021 Q2	$207K	Buy	+716	New	+$157K	0.01%	1204

Other funds holding LCID

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return