GI
AMLI

Gradient Investments’s American Lithium Corp. Common Stock AMLI Stock Holding History

Gradient Investments’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
-6,400
Closed -$9.15K – 1927
2023
Q3 		$9.15K Hold
6,400
– – ﹤0.01% 825
2023
Q2 		$12.9K Hold
6,400
– – ﹤0.01% 764
2023
Q1 		$14.8K Buy
+6,400
New +$18.8K ﹤0.01% 730

Other funds holding AMLI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
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
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

Gradient Investments's AMLI Position: Q4 2023 in Review

Gradient Investments sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 6,400 shares — an estimated $9.15K sold.

Gradient Investments first reported a position in AMLI in Q1 2023 and held it in 3 quarters. The position peaked at $14.8K in Q1 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

  • Gradient Investments reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 6,400 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $9.15K.
  • Gradient Investments first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 3 quarters.
  • Gradient Investments's American Lithium Corp. Common Stock position peaked at $14.8K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.