Creative Planning
LAC

Creative Planning’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Creative Planning’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
-177,257
Closed -$3.02M – 3162
2023
Q3 		$3.02M Buy
177,257
+9,054
+5% +$171K ﹤0.01% 689
2023
Q2 		$3.4M Buy
168,203
+158,006
+1,550% +$3.26M ﹤0.01% 634
2023
Q1 		$222K Sell
10,197
-2,350
-19% -$52K ﹤0.01% 2048
2022
Q4 		$238K Buy
12,547
+149
+1% +$3.62K ﹤0.01% 1905
2022
Q3 		$325K Buy
12,398
+148
+1% +$3.94K ﹤0.01% 1605
2022
Q2 		$247K Buy
12,250
+3,721
+44% +$95.1K ﹤0.01% 1740
2022
Q1 		$328K Sell
8,529
-3,122
-27% -$88.9K ﹤0.01% 1573
2021
Q4 		$339K Buy
11,651
+1,678
+17% +$50.2K ﹤0.01% 1540
2021
Q3 		$223K Buy
+9,973
New +$175K ﹤0.01% 1796
2021
Q2 		– Sell
-27,567
Closed -$443K – 2779
2021
Q1 		$443K Buy
27,567
+5,332
+24% +$99.7K ﹤0.01% 1523
2020
Q4 		$279K Buy
22,235
+11,087
+99% +$125K ﹤0.01% 1673
2020
Q3 		$127K Buy
+11,148
New +$79.5K ﹤0.01% 1793

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 $1.53B AUM 21.16% 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

Creative Planning's LAC Position: Q4 2023 in Review

Creative Planning sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 177,257 shares — an estimated $3.02M sold.

Creative Planning first reported a position in LAC in Q3 2020 and held it in 12 quarters. The position peaked at $3.4M in Q2 2023. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Creative Planning reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 177,257 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $3.02M.
  • Creative Planning first reported a position in Lithium Americas Corp. Common Shares in Q3 2020 and held it in 12 quarters.
  • Creative Planning's Lithium Americas Corp. Common Shares position peaked at $3.4M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.