LRWM
LAC

Lord & Richards Wealth Management’s Lithium Americas LAC Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-1,627
Closed -$4.41K – 116
2025
Q1 		$4.41K Buy
+1,627
New +$4.9K 0.01% 125

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UBS Group
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HP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Legal & General Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord & Richards Wealth Management's LAC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Lithium Americas (LAC) in Q2 2025, closing a stake of 1,627 shares — an estimated $4.41K sold.

Lord & Richards Wealth Management first reported a position in LAC in Q1 2025 and held it in 1 quarter. The position peaked at $4.41K in Q1 2025. 205 funds tracked by Wall St. Rank hold LAC as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Lithium Americas position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,627 Lithium Americas shares in Q2 2025, an estimated $4.41K.
  • Lord & Richards Wealth Management first reported a position in Lithium Americas in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Lithium Americas position peaked at $4.41K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.