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EP Wealth Advisors’s Lucid Motors LCID Stock Holding History

EP Wealth Advisors’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,881
Closed -$102K – 1289
2024
Q3 		$102K Sell
2,881
-962
-25% -$33.5K ﹤0.01% 1142
2024
Q2 		$100K Buy
3,843
+570
+17% +$15.2K ﹤0.01% 831
2024
Q1 		$93.3K Buy
3,273
+1,059
+48% +$33.8K ﹤0.01% 812
2023
Q4 		$93.2K Buy
2,214
+76
+4% +$3.41K ﹤0.01% 795
2023
Q3 		$120K Sell
2,138
-2,988
-58% -$193K ﹤0.01% 724
2023
Q2 		$92.4K Sell
5,126
-4,905
-49% -$350K ﹤0.01% 670
2023
Q1 		$651K Buy
10,031
+8,768
+694% +$779K 0.01% 363
2022
Q4 		$86.3K Sell
1,263
-24
-2% -$2.64K ﹤0.01% 605
2022
Q3 		$180K Sell
1,287
-26
-2% -$4.5K ﹤0.01% 311
2022
Q2 		$225K Buy
1,313
+106
+9% +$20.1K 0.01% 545
2022
Q1 		$307K Buy
+1,207
New +$359K 0.01% 488

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EP Wealth Advisors's LCID Position: Q4 2024 in Review

EP Wealth Advisors sold out of Lucid Motors (LCID) in Q4 2024, closing a stake of 2,881 shares — an estimated $102K sold.

EP Wealth Advisors first reported a position in LCID in Q1 2022 and held it in 11 quarters. The position peaked at $651K in Q1 2023. 453 funds tracked by Wall St. Rank hold LCID as of Q4 2024.

  • EP Wealth Advisors reported no remaining Lucid Motors position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 2,881 Lucid Motors shares in Q4 2024, an estimated $102K.
  • EP Wealth Advisors first reported a position in Lucid Motors in Q1 2022 and held it in 11 quarters.
  • EP Wealth Advisors's Lucid Motors position peaked at $651K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held Lucid Motors as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.