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Charles Schwab Investment Advisory’s Lucid Motors LCID Stock Holding History

Charles Schwab Investment Advisory’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,173
Closed -$49.4K – 128
2023
Q4 		$49.4K Buy
+1,173
New +$52.7K ﹤0.01% 118
2022
Q2 		– Sell
-977
Closed -$248K – 107
2022
Q1 		$248K Buy
977
+1
+0.1% +$298 ﹤0.01% 93
2021
Q4 		$371K Buy
+976
New +$368K ﹤0.01% 74

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab Investment Advisory's LCID Position: Q1 2024 in Review

Charles Schwab Investment Advisory sold out of Lucid Motors (LCID) in Q1 2024, closing a stake of 1,173 shares — an estimated $49.4K sold.

Charles Schwab Investment Advisory first reported a position in LCID in Q4 2021 and held it in 3 quarters. The position peaked at $371K in Q4 2021. 445 funds tracked by Wall St. Rank hold LCID as of Q1 2024.

  • Charles Schwab Investment Advisory reported no remaining Lucid Motors position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 1,173 Lucid Motors shares in Q1 2024, an estimated $49.4K.
  • Charles Schwab Investment Advisory first reported a position in Lucid Motors in Q4 2021 and held it in 3 quarters.
  • Charles Schwab Investment Advisory's Lucid Motors position peaked at $371K in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2024, filed 9 May 2024.