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Bogart Wealth LLC’s Lucid Motors LCID Stock Holding History

Bogart Wealth LLC’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
2025
Q2 		– Sell
-23
Closed -$545 – 1508
2025
Q1 		$545 Buy
+23
New +$615 ﹤0.01% 1254
2024
Q2 		– Sell
-10
Closed -$285 – 1148
2024
Q1 		$285 Hold
10
– – ﹤0.01% 1032
2023
Q4 		$421 Hold
10
– – ﹤0.01% 1008
2023
Q3 		$559 Hold
10
– – ﹤0.01% 1001
2023
Q2 		$689 Hold
10
– – ﹤0.01% 968
2023
Q1 		$804 Hold
10
– – ﹤0.01% 1001
2022
Q4 		$683 Hold
10
– – ﹤0.01% 887
2022
Q3 		$1K Hold
10
– – ﹤0.01% 912
2022
Q2 		$2K Hold
10
– – ﹤0.01% 775
2022
Q1 		$3K Buy
+10
New +$2.98K ﹤0.01% 636

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bogart Wealth LLC's LCID Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Lucid Motors (LCID) in Q2 2025, closing a stake of 23 shares — an estimated $545 sold.

Bogart Wealth LLC first reported a position in LCID in Q1 2022 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 474 funds tracked by Wall St. Rank hold LCID as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Lucid Motors position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 Lucid Motors shares in Q2 2025, an estimated $545.
  • Bogart Wealth LLC first reported a position in Lucid Motors in Q1 2022 and held it in 10 quarters.
  • Bogart Wealth LLC's Lucid Motors position peaked at $3K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.