MWM
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Momentous Wealth Management’s Lotus Technology LOT Stock Holding History

Momentous Wealth Management’s Portfolio LOT Stock Details LOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,281
Closed -$55.2K – 51
2024
Q4 		$55.2K Buy
+15,281
New +$64.7K 0.05% 38

Other funds holding LOT

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Momentous Wealth Management's LOT Position: Q1 2025 in Review

Momentous Wealth Management sold out of Lotus Technology (LOT) in Q1 2025, closing a stake of 15,281 shares — an estimated $55.2K sold.

Momentous Wealth Management first reported a position in LOT in Q4 2024 and held it in 1 quarter. The position peaked at $55.2K in Q4 2024. 12 funds tracked by Wall St. Rank hold LOT as of Q1 2025.

  • Momentous Wealth Management reported no remaining Lotus Technology position as of Q1 2025 after selling out during the quarter.
  • Momentous Wealth Management sold 15,281 Lotus Technology shares in Q1 2025, an estimated $55.2K.
  • Momentous Wealth Management first reported a position in Lotus Technology in Q4 2024 and held it in 1 quarter.
  • Momentous Wealth Management's Lotus Technology position peaked at $55.2K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Lotus Technology as of Q1 2025.

Based on Momentous Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.