CSPIA
LEV

Cary Street Partners Investment Advisory’s The Lion Electric Company LEV Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-100
Closed -$224 – 1733
2022
Q4 		$224 Buy
+100
New +$270 ﹤0.01% 1653

Other funds holding LEV

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RG
Richelieu Gestion Paris, France $97.3M AUM 22.95% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's LEV Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of The Lion Electric Company (LEV) in Q1 2023, closing a stake of 100 shares — an estimated $224 sold.

Cary Street Partners Investment Advisory first reported a position in LEV in Q4 2022 and held it in 1 quarter. The position peaked at $224 in Q4 2022. 93 funds tracked by Wall St. Rank hold LEV as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining The Lion Electric Company position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 100 The Lion Electric Company shares in Q1 2023, an estimated $224.
  • Cary Street Partners Investment Advisory first reported a position in The Lion Electric Company in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's The Lion Electric Company position peaked at $224 in Q4 2022.
  • 93 funds tracked by Wall St. Rank held The Lion Electric Company as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.