HWMA
LAC

Heritage Wealth Management (Arizona)’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$11.8K Buy
624
+312
+100% +$7.57K ﹤0.01% 748
2022
Q3 		$8K Hold
312
– – ﹤0.01% 700
2022
Q2 		$6.28K Buy
312
+20
+7% +$511 ﹤0.01% 739
2022
Q1 		$11K Buy
+292
New +$8.31K ﹤0.01% 699

Other funds holding LAC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LAC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lithium Americas Corp. Common Shares (LAC) stake by 100% in Q4 2022, buying an estimated $7.57K and bringing the position to 624 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Heritage Wealth Management (Arizona) first reported a position in LAC in Q1 2022 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold LAC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 624 shares of Lithium Americas Corp. Common Shares worth $11.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 312 Lithium Americas Corp. Common Shares shares in Q4 2022, an estimated $7.57K.
  • Lithium Americas Corp. Common Shares made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #748 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Lithium Americas Corp. Common Shares in Q1 2022 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.