NFG
LEV

Nadler Financial Group’s The Lion Electric Company LEV Stock Holding History

Nadler Financial Group’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
2024
Q4 		– Sell
-10,920
Closed -$7.41K – 132
2024
Q3 		$7.41K Hold
10,920
– – ﹤0.01% 122
2024
Q2 		$9.92K Hold
10,920
– – ﹤0.01% 112
2024
Q1 		$15.5K Hold
10,920
– – ﹤0.01% 115
2023
Q4 		$19.3K Hold
10,920
– – ﹤0.01% 104
2023
Q3 		$20.9K Hold
10,920
– – ﹤0.01% 106
2023
Q2 		$20.2K Buy
+10,920
New +$22.1K ﹤0.01% 113

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Nadler Financial Group's LEV Position: Q4 2024 in Review

Nadler Financial Group sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 10,920 shares — an estimated $7.41K sold.

Nadler Financial Group first reported a position in LEV in Q2 2023 and held it in 6 quarters. The position peaked at $20.9K in Q3 2023. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Nadler Financial Group reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Nadler Financial Group sold 10,920 The Lion Electric Company shares in Q4 2024, an estimated $7.41K.
  • Nadler Financial Group first reported a position in The Lion Electric Company in Q2 2023 and held it in 6 quarters.
  • Nadler Financial Group's The Lion Electric Company position peaked at $20.9K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Nadler Financial Group's 13F filing for Q4 2024, filed 24 Jan 2025.