IA
LEV

IFP Advisors’s The Lion Electric Company LEV Stock Holding History

IFP Advisors’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$382 – 3389
2023
Q3 		$382 Hold
200
– – ﹤0.01% 3132
2023
Q2 		$370 Hold
200
– – ﹤0.01% 3242
2023
Q1 		$3.55K Sell
200
-325
-62% -$734 ﹤0.01% 2699
2022
Q4 		$10K Buy
525
+150
+40% +$406 ﹤0.01% 3417
2022
Q3 		$7K Hold
375
– – ﹤0.01% 3894
2022
Q2 		$7K Hold
375
– – ﹤0.01% 3641
2022
Q1 		$7K Buy
375
+175
+88% +$1.49K ﹤0.01% 3640
2021
Q4 		$2K Hold
200
– – ﹤0.01% 2864
2021
Q3 		$3K Hold
200
– – ﹤0.01% 2775
2021
Q2 		$4K Buy
+200
New +$3.75K ﹤0.01% 2584

Other funds holding LEV

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
RG
Richelieu Gestion Paris, France $97.3M AUM 22.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IFP Advisors's LEV Position: Q4 2023 in Review

IFP Advisors sold out of The Lion Electric Company (LEV) in Q4 2023, closing a stake of 200 shares — an estimated $382 sold.

IFP Advisors first reported a position in LEV in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2022. 89 funds tracked by Wall St. Rank hold LEV as of Q4 2023.

  • IFP Advisors reported no remaining The Lion Electric Company position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 200 The Lion Electric Company shares in Q4 2023, an estimated $382.
  • IFP Advisors first reported a position in The Lion Electric Company in Q2 2021 and held it in 10 quarters.
  • IFP Advisors's The Lion Electric Company position peaked at $10K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.