Cherry Tree Wealth Management’s American Lithium Corp. Common Stock AMLI Stock Holding History

Cherry Tree Wealth Management’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	-30,300	Closed	-$17.1K	–	653
2024 Q3	$17.1K	Sell	30,300 -5,000	-14%	-$2.24K	﹤0.01%	362
2024 Q2	$19.6K	Sell	35,300 -3,000	-8%	-$1.92K	﹤0.01%	331
2024 Q1	$26K	Hold	38,300	–	–	0.01%	302
2023 Q4	$42.1K	Sell	38,300 -6,500	-15%	-$7.65K	0.01%	249
2023 Q3	$64.1K	Sell	44,800 -2,000	-4%	-$3.25K	0.02%	216
2023 Q2	$94.1K	Buy	+46,800	New	+$98.1K	0.03%	196

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 $1.1B AUM 8.96% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $302M AUM 16.05% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

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

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

Cherry Tree Wealth Management's AMLI Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 30,300 shares — an estimated $17.1K sold.

Cherry Tree Wealth Management first reported a position in AMLI in Q2 2023 and held it in 6 quarters. The position peaked at $94.1K in Q2 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

Cherry Tree Wealth Management reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
Cherry Tree Wealth Management sold 30,300 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $17.1K.
Cherry Tree Wealth Management first reported a position in American Lithium Corp. Common Stock in Q2 2023 and held it in 6 quarters.
Cherry Tree Wealth Management's American Lithium Corp. Common Stock position peaked at $94.1K in Q2 2023.
12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.