FIA
LILM

Foundations Investment Advisors’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Foundations Investment Advisors’s Portfolio LILM Stock Details LILM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$7.74K – 904
2024
Q3 		$7.74K Hold
10,000
– – ﹤0.01% 813
2024
Q2 		$7.95K Hold
10,000
– – ﹤0.01% 749
2024
Q1 		$9.6K Hold
10,000
– – ﹤0.01% 700
2023
Q4 		$8.59K Hold
10,000
– – ﹤0.01% 664
2023
Q3 		$7.13K Buy
+10,000
New +$11.7K ﹤0.01% 636

Other funds holding LILM

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Foundations Investment Advisors's LILM Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q4 2024, closing a stake of 10,000 shares — an estimated $7.74K sold.

Foundations Investment Advisors first reported a position in LILM in Q3 2023 and held it in 5 quarters. The position peaked at $9.6K in Q1 2024. 8 funds tracked by Wall St. Rank hold LILM as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,000 Lilium N.V. Class A Ordinary Shares shares in Q4 2024, an estimated $7.74K.
  • Foundations Investment Advisors first reported a position in Lilium N.V. Class A Ordinary Shares in Q3 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's Lilium N.V. Class A Ordinary Shares position peaked at $9.6K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.