BKM Wealth Management’s Lucid Motors LCID Stock Holding History

BKM 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
2024 Q1	–	Sell	-28	Closed	-$1.17K	–	391
2023 Q4	$1.17K	Buy	+28	New	+$1.26K	﹤0.01%	578

Other funds holding LCID

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's LCID Position: Q1 2024 in Review

BKM Wealth Management sold out of Lucid Motors (LCID) in Q1 2024, closing a stake of 28 shares — an estimated $1.17K sold.

BKM Wealth Management first reported a position in LCID in Q4 2023 and held it in 1 quarter. The position peaked at $1.17K in Q4 2023. 445 funds tracked by Wall St. Rank hold LCID as of Q1 2024.

BKM Wealth Management reported no remaining Lucid Motors position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 28 Lucid Motors shares in Q1 2024, an estimated $1.17K.
BKM Wealth Management first reported a position in Lucid Motors in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Lucid Motors position peaked at $1.17K in Q4 2023.
445 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.