Heritage Financial Services’s Lucid Motors LCID Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-8	Closed	-$1K	–	285
2022 Q2	$1K	Buy	+8	New	+$1.52K	﹤0.01%	464

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Financial Services's LCID Position: Q3 2022 in Review

Heritage Financial Services sold out of Lucid Motors (LCID) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in LCID in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 429 funds tracked by Wall St. Rank hold LCID as of Q3 2022.

Heritage Financial Services reported no remaining Lucid Motors position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 8 Lucid Motors shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in Lucid Motors in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Lucid Motors position peaked at $1K in Q2 2022.
429 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.