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Concentrum Wealth Management’s Lucid Motors LCID Stock Holding History

Concentrum Wealth Management’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
Q4 		– Sell
-1,067
Closed -$37.7K – 83
2024
Q3 		$37.7K Buy
1,067
+18
+2% +$627 0.01% 73
2024
Q2 		$27.4K Hold
1,049
– – 0.01% 70
2024
Q1 		$29.9K Hold
1,049
– – 0.01% 70
2023
Q4 		$44.2K Hold
1,049
– – 0.02% 66
2023
Q3 		$58.6K Buy
+1,049
New +$67.9K 0.04% 60

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concentrum Wealth Management's LCID Position: Q4 2024 in Review

Concentrum Wealth Management sold out of Lucid Motors (LCID) in Q4 2024, closing a stake of 1,067 shares — an estimated $37.7K sold.

Concentrum Wealth Management first reported a position in LCID in Q3 2023 and held it in 5 quarters. The position peaked at $58.6K in Q3 2023. 452 funds tracked by Wall St. Rank hold LCID as of Q4 2024.

  • Concentrum Wealth Management reported no remaining Lucid Motors position as of Q4 2024 after selling out during the quarter.
  • Concentrum Wealth Management sold 1,067 Lucid Motors shares in Q4 2024, an estimated $37.7K.
  • Concentrum Wealth Management first reported a position in Lucid Motors in Q3 2023 and held it in 5 quarters.
  • Concentrum Wealth Management's Lucid Motors position peaked at $58.6K in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Lucid Motors as of Q4 2024.

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