BWM
AMLI

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

BerganKDV 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
2023
Q2 		$29.6K Hold
14,729
– – ﹤0.01% 444
2023
Q1 		$34K Buy
+14,729
New +$43.2K ﹤0.01% 440

Other funds holding AMLI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

BerganKDV Wealth Management's AMLI Position: Q2 2023 in Review

BerganKDV Wealth Management held its American Lithium Corp. Common Stock (AMLI) position steady in Q2 2023 at 14,729 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

BerganKDV Wealth Management first reported a position in AMLI in Q1 2023 and has held it in 2 quarters since. The position peaked at $34K in Q1 2023. 77 funds tracked by Wall St. Rank hold AMLI as of Q2 2023.

  • BerganKDV Wealth Management held 14,729 shares of American Lithium Corp. Common Stock worth $29.6K as of Q2 2023.
  • BerganKDV Wealth Management left its American Lithium Corp. Common Stock share count unchanged in Q2 2023.
  • American Lithium Corp. Common Stock made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #444 holding.
  • BerganKDV Wealth Management first reported a position in American Lithium Corp. Common Stock in Q1 2023 and has held it in 2 quarters since.
  • BerganKDV Wealth Management's American Lithium Corp. Common Stock position peaked at $34K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.