BHWM
SLI

Beaird Harris Wealth Management’s Standard Lithium SLI Stock Holding History

Beaird Harris Wealth Management’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-680
Closed -$851 – 683
2024
Q2 		$851 Buy
+680
New +$945 ﹤0.01% 603

Other funds holding SLI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

Beaird Harris Wealth Management's SLI Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Standard Lithium (SLI) in Q3 2024, closing a stake of 680 shares — an estimated $851 sold.

Beaird Harris Wealth Management first reported a position in SLI in Q2 2024 and held it in 1 quarter. The position peaked at $851 in Q2 2024. 93 funds tracked by Wall St. Rank hold SLI as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Standard Lithium position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 680 Standard Lithium shares in Q3 2024, an estimated $851.
  • Beaird Harris Wealth Management first reported a position in Standard Lithium in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Standard Lithium position peaked at $851 in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.