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Baystate Wealth Management’s Lucid Motors LCID Stock Holding History

Baystate 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
Q3 		– Hold
0
– -$21 – 1068
2023
Q2 		– Hold
0
– – – 1044
2022
Q4 		– Sell
-15
Closed -$2K – 963
2022
Q3 		$2K Hold
15
– – ﹤0.01% 755
2022
Q2 		$3K Sell
15
-5
-25% -$950 ﹤0.01% 719
2022
Q1 		$5K Buy
+20
New +$5.96K ﹤0.01% 654

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baystate Wealth Management's LCID Position: Q3 2023 in Review

Baystate Wealth Management held its Lucid Motors (LCID) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Baystate Wealth Management first reported a position in LCID in Q1 2022 and has held it in 3 quarters since. The position peaked at $5K in Q1 2022. 491 funds tracked by Wall St. Rank hold LCID as of Q3 2023.

  • Baystate Wealth Management held 0 shares of Lucid Motors worth $0 as of Q3 2023.
  • Baystate Wealth Management left its Lucid Motors share count unchanged in Q3 2023.
  • Lucid Motors made up ﹤0.01% of Baystate Wealth Management's portfolio in Q3 2023, its #1068 holding.
  • Baystate Wealth Management first reported a position in Lucid Motors in Q1 2022 and has held it in 3 quarters since.
  • Baystate Wealth Management's Lucid Motors position peaked at $5K in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.