CAPTRUST Financial Advisors
SLI

CAPTRUST Financial Advisors’s Standard Lithium SLI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-950
Closed -$4K – 3735
2022
Q2 		$4K Sell
950
-1,300
-58% -$7.69K ﹤0.01% 4215
2022
Q1 		$20K Hold
2,250
– – ﹤0.01% 3395
2021
Q4 		$22K Buy
2,250
+1,600
+246% +$15.7K ﹤0.01% 3231
2021
Q3 		$5K Buy
+650
New +$4.29K ﹤0.01% 3960

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return