BWM
LAC

Bullock Wealth Management’s Lithium Americas LAC Stock Holding History

Bullock Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-342
Closed -$1.02K – 601
2024
Q4 		$1.02K Hold
342
– – ﹤0.01% 554
2024
Q3 		$879 Hold
342
– – ﹤0.01% 535
2024
Q2 		$906 Hold
342
– – ﹤0.01% 521
2024
Q1 		$2.4K Buy
+342
New +$1.78K ﹤0.01% 471

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HP
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bullock Wealth Management's LAC Position: Q1 2025 in Review

Bullock Wealth Management sold out of Lithium Americas (LAC) in Q1 2025, closing a stake of 342 shares — an estimated $1.02K sold.

Bullock Wealth Management first reported a position in LAC in Q1 2024 and held it in 4 quarters. The position peaked at $2.4K in Q1 2024. 218 funds tracked by Wall St. Rank hold LAC as of Q1 2025.

  • Bullock Wealth Management reported no remaining Lithium Americas position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 342 Lithium Americas shares in Q1 2025, an estimated $1.02K.
  • Bullock Wealth Management first reported a position in Lithium Americas in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Lithium Americas position peaked at $2.4K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.