BerganKDV Wealth Management’s Lithium Americas Corp. Common Shares LAC Stock Holding History

BerganKDV Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	1136
2022 Q3	$0	Sell	1 -500	-100%	-$13.3K	﹤0.01%	1106
2022 Q2	$10K	Buy	+501	New	+$12.8K	﹤0.01%	603
2020 Q4	–	Sell	-5,000	Closed	-$57K	–	1039
2020 Q3	$57K	Hold	5,000	–	–	0.01%	323
2020 Q2	$25K	Hold	5,000	–	–	﹤0.01%	434
2020 Q1	$13K	Hold	5,000	–	–	﹤0.01%	469
2019 Q4	$16K	Hold	5,000	–	–	﹤0.01%	481
2019 Q3	$15K	Hold	5,000	–	–	﹤0.01%	468
2019 Q2	$20K	Hold	5,000	–	–	﹤0.01%	429
2019 Q1	$19K	Hold	5,000	–	–	﹤0.01%	443
2018 Q4	$16K	Hold	5,000	–	–	﹤0.01%	417
2018 Q3	$24K	Hold	5,000	–	–	0.01%	409
2018 Q2	$27K	Buy	+5,000	New	+$27.3K	0.01%	388

Other funds holding LAC

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

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

HCS

Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's LAC Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2022, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in LAC in Q2 2018 and held it in 12 quarters. The position peaked at $57K in Q3 2020. 235 funds tracked by Wall St. Rank hold LAC as of Q4 2022.

BerganKDV Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1 Lithium Americas Corp. Common Shares share in Q4 2022.
BerganKDV Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q2 2018 and held it in 12 quarters.
BerganKDV Wealth Management's Lithium Americas Corp. Common Shares position peaked at $57K in Q3 2020.
235 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.