CWP
LAC

Concord Wealth Partners’s Lithium Americas LAC Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-71
Closed -$309 – 532
2025
Q4 		$309 Hold
71
– – ﹤0.01% 791
2025
Q3 		$404 Hold
71
– – ﹤0.01% 776
2025
Q2 		$190 Hold
71
– – ﹤0.01% 810
2025
Q1 		$192 Hold
71
– – ﹤0.01% 778
2024
Q4 		$210 Sell
71
-200
-74% -$693 ﹤0.01% 891
2024
Q3 		$731 Buy
271
+200
+282% +$508 ﹤0.01% 869
2024
Q2 		$190 Sell
71
-200
-74% -$884 ﹤0.01% 793
2024
Q1 		$1.82K Hold
271
– – ﹤0.01% 760
2023
Q4 		$1.73K Buy
+271
New +$2.02K ﹤0.01% 727

Other funds holding LAC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return