Commonwealth Equity Services
AMLI

Commonwealth Equity Services’s American Lithium Corp. Common Stock AMLI Stock Holding History

Commonwealth Equity Services’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
-46,757
Closed -$26K – 4248
2024
Q3 		$26K Buy
46,757
+2,750
+6% +$1.23K ﹤0.01% 3985
2024
Q2 		$24K Buy
44,007
+845
+2% +$541 ﹤0.01% 3960
2024
Q1 		$29K Buy
43,162
+5,565
+15% +$4.74K ﹤0.01% 3940
2023
Q4 		$41K Buy
37,597
+4,643
+14% +$5.47K ﹤0.01% 3776
2023
Q3 		$47K Buy
32,954
+3,500
+12% +$5.7K ﹤0.01% 3664
2023
Q2 		$59K Sell
29,454
-5,217
-15% -$10.9K ﹤0.01% 3646
2023
Q1 		$80 Buy
+34,671
New +$102K ﹤0.01% 3526

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 $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jones Financial Companies
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
KA
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

Commonwealth Equity Services's AMLI Position: Q4 2024 in Review

Commonwealth Equity Services sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 46,757 shares — an estimated $26K sold.

Commonwealth Equity Services first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $59K in Q2 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • Commonwealth Equity Services reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 46,757 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $26K.
  • Commonwealth Equity Services first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
  • Commonwealth Equity Services's American Lithium Corp. Common Stock position peaked at $59K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.