Concurrent Investment Advisors’s Lithium Americas LAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,500
Closed -$10.9K 1994
2025
Q4
$10.9K Buy
+2,500
New +$14.4K ﹤0.01% 1764

Other funds holding LAC

Concurrent Investment Advisors's LAC Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Lithium Americas (LAC) stake by 66% in Q1 2026, selling an estimated $129K and leaving 13,484 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Concurrent Investment Advisors first reported a position in LAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $173K in Q4 2025. 269 funds tracked by Wall St. Rank hold LAC as of Q1 2026.

  • Concurrent Investment Advisors held 13,484 shares of Lithium Americas worth $53.3K as of Q1 2026.
  • Concurrent Investment Advisors sold 26,204 Lithium Americas shares in Q1 2026, an estimated $129K.
  • Lithium Americas made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1869 holding.
  • Concurrent Investment Advisors first reported a position in Lithium Americas in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Lithium Americas position peaked at $173K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.