NECFA
LEV

New England Capital Financial Advisors’s The Lion Electric Company LEV Stock Holding History

New England Capital Financial Advisors’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
-7,401
Closed -$5.02K – 427
2024
Q3 		$5.02K Hold
7,401
– – ﹤0.01% 274
2024
Q2 		$6.72K Hold
7,401
– – ﹤0.01% 249
2024
Q1 		$10.5K Hold
7,401
– – 0.01% 223
2023
Q4 		$13.1K Hold
7,401
– – 0.01% 216
2023
Q3 		$14.1K Hold
7,401
– – 0.01% 200
2023
Q2 		$13.7K Hold
7,401
– – 0.01% 203
2023
Q1 		$13.8K Hold
7,401
– – 0.01% 222
2022
Q4 		$18.5K Buy
+7,401
New +$20K 0.01% 191

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 $38B AUM 39.14% 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 $409M AUM 30.68% 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

New England Capital Financial Advisors's LEV Position: Q4 2024 in Review

New England Capital Financial Advisors sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 7,401 shares — an estimated $5.02K sold.

New England Capital Financial Advisors first reported a position in LEV in Q4 2022 and held it in 8 quarters. The position peaked at $18.5K in Q4 2022. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • New England Capital Financial Advisors reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 7,401 The Lion Electric Company shares in Q4 2024, an estimated $5.02K.
  • New England Capital Financial Advisors first reported a position in The Lion Electric Company in Q4 2022 and held it in 8 quarters.
  • New England Capital Financial Advisors's The Lion Electric Company position peaked at $18.5K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on New England Capital Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.