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	Buy	433,069 +29,300	+7%	+$24.9K	﹤0.01%	5569
2023 Q4	$444K	Buy	403,769 +360,991	+844%	+$425K	﹤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

Stonehage Fleming Financial Services St. Helier, Jersey $2.93B AUM 16.25% 1-Year Est. Return

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

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CPRC

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

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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 $444K 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 $444K 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.