CAPTRUST Financial Advisors
AMLI

CAPTRUST Financial Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AMLI Stock Details AMLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,343
Closed -$6.96K – 2417
2024
Q3 		$6.96K Hold
12,343
– – ﹤0.01% 2280
2024
Q2 		$6.87K Sell
12,343
-8,291
-40% -$5.31K ﹤0.01% 2193
2024
Q1 		$14K Buy
20,634
+205
+1% +$174 ﹤0.01% 2119
2023
Q4 		$22.5K Hold
20,429
– – ﹤0.01% 2617
2023
Q3 		$29.2K Sell
20,429
-12,496
-38% -$20.3K ﹤0.01% 2510
2023
Q2 		$66.2K Sell
32,925
-1,914
-5% -$4.01K ﹤0.01% 2415
2023
Q1 		$80.5K Buy
+34,839
New +$102K ﹤0.01% 2178

Other funds holding AMLI

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CAPTRUST Financial Advisors's AMLI Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 12,343 shares — an estimated $6.96K sold.

CAPTRUST Financial Advisors first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $80.5K in Q1 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12,343 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $6.96K.
  • CAPTRUST Financial Advisors first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's American Lithium Corp. Common Stock position peaked at $80.5K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.