BWL
LEV

Bogart Wealth LLC’s The Lion Electric Company LEV Stock Holding History

Bogart Wealth LLC’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
-170
Closed -$115 – 1383
2024
Q3 		$115 Hold
170
– – ﹤0.01% 1114
2024
Q2 		$154 Hold
170
– – ﹤0.01% 1093
2024
Q1 		$241 Buy
+170
New +$275 ﹤0.01% 1040

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
XT
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
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
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
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

Bogart Wealth LLC's LEV Position: Q4 2024 in Review

Bogart Wealth LLC sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 170 shares — an estimated $115 sold.

Bogart Wealth LLC first reported a position in LEV in Q1 2024 and held it in 3 quarters. The position peaked at $241 in Q1 2024. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Bogart Wealth LLC reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 170 The Lion Electric Company shares in Q4 2024, an estimated $115.
  • Bogart Wealth LLC first reported a position in The Lion Electric Company in Q1 2024 and held it in 3 quarters.
  • Bogart Wealth LLC's The Lion Electric Company position peaked at $241 in Q1 2024.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.