IWM
LEV

IHT Wealth Management’s The Lion Electric Company LEV Stock Holding History

IHT Wealth Management’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
2021
Q4 		– Sell
-16,928
Closed -$214K – 864
2021
Q3 		$214K Hold
16,928
– – 0.02% 715
2021
Q2 		$329K Buy
+16,928
New +$317K 0.02% 673

Other funds holding LEV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IHT Wealth Management's LEV Position: Q4 2021 in Review

IHT Wealth Management sold out of The Lion Electric Company (LEV) in Q4 2021, closing a stake of 16,928 shares — an estimated $214K sold.

IHT Wealth Management first reported a position in LEV in Q2 2021 and held it in 2 quarters. The position peaked at $329K in Q2 2021. 76 funds tracked by Wall St. Rank hold LEV as of Q4 2021.

  • IHT Wealth Management reported no remaining The Lion Electric Company position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 16,928 The Lion Electric Company shares in Q4 2021, an estimated $214K.
  • IHT Wealth Management first reported a position in The Lion Electric Company in Q2 2021 and held it in 2 quarters.
  • IHT Wealth Management's The Lion Electric Company position peaked at $329K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.