BerganKDV Wealth Management’s Lucid Motors LCID Stock Holding History

BerganKDV 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 Q2	$4.01K	Hold	58	–	–	﹤0.01%	627
2023 Q1	$4.68K	Hold	58	–	–	﹤0.01%	699
2022 Q4	$3.98K	Hold	58	–	–	﹤0.01%	703
2022 Q3	$8K	Buy	58 +30	+107%	+$5.2K	﹤0.01%	606
2022 Q2	$5K	Hold	28	–	–	﹤0.01%	703
2022 Q1	$7K	Buy	28 +13	+87%	+$3.87K	﹤0.01%	670
2021 Q4	$6K	Sell	15 -185	-93%	-$69.7K	﹤0.01%	755
2021 Q3	$51K	Buy	+200	New	+$46.3K	0.01%	398

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BerganKDV Wealth Management held its Lucid Motors (LCID) position steady in Q2 2023 at 58 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

BerganKDV Wealth Management first reported a position in LCID in Q3 2021 and has held it in 8 quarters since. The position peaked at $51K in Q3 2021. 486 funds tracked by Wall St. Rank hold LCID as of Q2 2023.

BerganKDV Wealth Management held 58 shares of Lucid Motors worth $4.01K as of Q2 2023.
BerganKDV Wealth Management left its Lucid Motors share count unchanged in Q2 2023.
Lucid Motors made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #627 holding.
BerganKDV Wealth Management first reported a position in Lucid Motors in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Lucid Motors position peaked at $51K in Q3 2021.
486 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2023.

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