Morgan Stanley’s American Lithium Corp. Common Stock AMLI Stock Holding History

Morgan Stanley’s Portfolio AMLI Stock Details AMLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-291,395	Closed	-$164K	–	8151
2024 Q3	$164K	Sell	291,395 -389,000	-57%	-$175K	﹤0.01%	5820
2024 Q2	$378K	Buy	680,395 +247,326	+57%	+$158K	﹤0.01%	5415
2024 Q1	$294K	Sell	433,069 -374,469	-46%	-$319K	﹤0.01%	5569
2023 Q4	$888K	Buy	807,538 +764,760	+1,788%	+$900K	﹤0.01%	5349
2023 Q3	$61.2K	Buy	42,778 +21,083	+97%	+$34.3K	﹤0.01%	6081
2023 Q2	$43.6K	Sell	21,695 -32,422	-60%	-$68K	﹤0.01%	6260
2023 Q1	$125K	Buy	+54,117	New	+$159K	﹤0.01%	5924

Other funds holding AMLI

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley's AMLI Position: Q4 2024 in Review

Morgan Stanley sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 291,395 shares — an estimated $164K sold.

Morgan Stanley first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $888K in Q4 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

Morgan Stanley reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 291,395 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $164K.
Morgan Stanley first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
Morgan Stanley's American Lithium Corp. Common Stock position peaked at $888K in Q4 2023.
12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.