EWA
AMLI

EP Wealth Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

EP Wealth Advisors’s Portfolio AMLI Stock Details AMLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,000
Closed -$9.52K – 895
2024
Q1 		$9.52K Hold
14,000
– – ﹤0.01% 830
2023
Q4 		$15.4K Hold
14,000
– – ﹤0.01% 809
2023
Q3 		$20K Buy
+14,000
New +$22.8K ﹤0.01% 746

Other funds holding AMLI

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EP Wealth Advisors's AMLI Position: Q2 2024 in Review

EP Wealth Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q2 2024, closing a stake of 14,000 shares — an estimated $9.52K sold.

EP Wealth Advisors first reported a position in AMLI in Q3 2023 and held it in 3 quarters. The position peaked at $20K in Q3 2023. 64 funds tracked by Wall St. Rank hold AMLI as of Q2 2024.

  • EP Wealth Advisors reported no remaining American Lithium Corp. Common Stock position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 14,000 American Lithium Corp. Common Stock shares in Q2 2024, an estimated $9.52K.
  • EP Wealth Advisors first reported a position in American Lithium Corp. Common Stock in Q3 2023 and held it in 3 quarters.
  • EP Wealth Advisors's American Lithium Corp. Common Stock position peaked at $20K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.