CWM
LAC

Castle Wealth Management’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Castle 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
2022
Q4 		– Sell
-1,000
Closed -$26K – 728
2022
Q3 		$26K Buy
1,000
+500
+100% +$13.3K 0.02% 299
2022
Q2 		$10K Buy
+500
New +$12.8K 0.01% 413

Other funds holding LAC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Wealth Management's LAC Position: Q4 2022 in Review

Castle Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2022, closing a stake of 1,000 shares — an estimated $26K sold.

Castle Wealth Management first reported a position in LAC in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q3 2022. 235 funds tracked by Wall St. Rank hold LAC as of Q4 2022.

  • Castle Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,000 Lithium Americas Corp. Common Shares shares in Q4 2022, an estimated $26K.
  • Castle Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Lithium Americas Corp. Common Shares position peaked at $26K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.