EWA
RIDE

EP Wealth Advisors’s Lordstown Motors Corp. Class A Common Stock RIDE Stock Holding History

EP Wealth Advisors’s Portfolio RIDE Stock Details RIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-921
Closed -$495K – 734
2023
Q1 		$495K Buy
+921
New +$14.6K 0.01% 404

Other funds holding RIDE

CM
Crestline Management Fort Worth, Texas $46.3M AUM 48.82% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
DIM
DC Investments Management Mclean, Virginia $261M AUM 20.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's RIDE Position: Q2 2023 in Review

EP Wealth Advisors sold out of Lordstown Motors Corp. Class A Common Stock (RIDE) in Q2 2023, closing a stake of 921 shares — an estimated $495K sold.

EP Wealth Advisors first reported a position in RIDE in Q1 2023 and held it in 1 quarter. The position peaked at $495K in Q1 2023. 72 funds tracked by Wall St. Rank hold RIDE as of Q2 2023.

  • EP Wealth Advisors reported no remaining Lordstown Motors Corp. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 921 Lordstown Motors Corp. Class A Common Stock shares in Q2 2023, an estimated $495K.
  • EP Wealth Advisors first reported a position in Lordstown Motors Corp. Class A Common Stock in Q1 2023 and held it in 1 quarter.
  • EP Wealth Advisors's Lordstown Motors Corp. Class A Common Stock position peaked at $495K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Lordstown Motors Corp. Class A Common Stock as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.