Blue Bell Private Wealth Management’s The Lion Electric Company LEV Stock Holding History

Blue Bell Private Wealth Management’s Portfolio LEV Stock Details LEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$204	–	708
2024 Q3	$204	Hold	300	–	–	﹤0.01%	677
2024 Q2	$273	Hold	300	–	–	﹤0.01%	701
2024 Q1	$426	Hold	300	–	–	﹤0.01%	710
2023 Q4	$531	Hold	300	–	–	﹤0.01%	700
2023 Q3	$573	Hold	300	–	–	﹤0.01%	656
2023 Q2	$555	Hold	300	–	–	﹤0.01%	672
2023 Q1	$558	Hold	300	–	–	﹤0.01%	646
2022 Q4	$672	Hold	300	–	–	﹤0.01%	664
2022 Q3	$1K	Hold	300	–	–	﹤0.01%	728
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	777
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	658
2021 Q4	$3K	Buy	+300	New	+$3.38K	﹤0.01%	641

Other funds holding LEV

NAM

NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Blue Bell Private Wealth Management's LEV Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 300 shares — an estimated $204 sold.

Blue Bell Private Wealth Management first reported a position in LEV in Q4 2021 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 300 The Lion Electric Company shares in Q4 2024, an estimated $204.
Blue Bell Private Wealth Management first reported a position in The Lion Electric Company in Q4 2021 and held it in 12 quarters.
Blue Bell Private Wealth Management's The Lion Electric Company position peaked at $3K in Q1 2022.
10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.