BWM
LAR

Bernard Wealth Management’s Lithium Argentina AG LAR Stock Holding History

Bernard Wealth Management’s Portfolio LAR Stock Details LAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$428 – 407
2025
Q1 		$428 Hold
200
– – ﹤0.01% 369
2024
Q4 		$524 Buy
+200
New +$651 ﹤0.01% 300

Other funds holding LAR

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VanEck Associates
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HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernard Wealth Management's LAR Position: Q2 2025 in Review

Bernard Wealth Management sold out of Lithium Argentina AG (LAR) in Q2 2025, closing a stake of 200 shares — an estimated $428 sold.

Bernard Wealth Management first reported a position in LAR in Q4 2024 and held it in 2 quarters. The position peaked at $524 in Q4 2024. 138 funds tracked by Wall St. Rank hold LAR as of Q2 2025.

  • Bernard Wealth Management reported no remaining Lithium Argentina AG position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 200 Lithium Argentina AG shares in Q2 2025, an estimated $428.
  • Bernard Wealth Management first reported a position in Lithium Argentina AG in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's Lithium Argentina AG position peaked at $524 in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Lithium Argentina AG as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.