GoalVest Advisory’s American Lithium Corp. Common Stock AMLI Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-650	Closed	-$930	–	513
2023 Q3	$930	Hold	650	–	–	﹤0.01%	444
2023 Q2	$1.31K	Buy	+650	New	+$1.36K	﹤0.01%	357

Other funds holding AMLI

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's AMLI Position: Q4 2023 in Review

GoalVest Advisory sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 650 shares — an estimated $930 sold.

GoalVest Advisory first reported a position in AMLI in Q2 2023 and held it in 2 quarters. The position peaked at $1.31K in Q2 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

GoalVest Advisory reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 650 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $930.
GoalVest Advisory first reported a position in American Lithium Corp. Common Stock in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's American Lithium Corp. Common Stock position peaked at $1.31K in Q2 2023.
68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.