CWP
LAC

Concord Wealth Partners’s Lithium Americas Corp. Common Shares 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
2023
Q4 		– Sell
-271
Closed -$4.61K – 1056
2023
Q3 		$4.61K Hold
271
– – ﹤0.01% 731
2023
Q2 		$5.47K Hold
271
– – ﹤0.01% 688
2023
Q1 		$5.89K Sell
271
-360
-57% -$7.96K ﹤0.01% 650
2022
Q4 		$12K Buy
+631
New +$15.3K ﹤0.01% 612
2022
Q3 		– Sell
-631
Closed -$13K – 1288
2022
Q2 		$13K Hold
631
– – ﹤0.01% 640
2022
Q1 		$24K Hold
631
– – 0.01% 600
2021
Q4 		$18K Buy
+631
New +$18.9K ﹤0.01% 674

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Concord Wealth Partners's LAC Position: Q4 2023 in Review

Concord Wealth Partners sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 271 shares — an estimated $4.61K sold.

Concord Wealth Partners first reported a position in LAC in Q4 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Concord Wealth Partners reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 271 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $4.61K.
  • Concord Wealth Partners first reported a position in Lithium Americas Corp. Common Shares in Q4 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Lithium Americas Corp. Common Shares position peaked at $24K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.