PWP
LAC

Perfromance Wealth Partners’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Perfromance Wealth Partners’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,000
Closed -$493K – 180
2023
Q3 		$493K Sell
29,000
-2,000
-6% -$37.8K 0.02% 109
2023
Q2 		$638K Buy
31,000
+5,390
+21% +$111K 0.03% 99
2023
Q1 		$557K Buy
25,610
+5,610
+28% +$124K 0.03% 100
2022
Q4 		$379K Sell
20,000
-2,000
-9% -$48.5K 0.02% 116
2022
Q3 		$577K Buy
22,000
+2,000
+10% +$53.2K 0.03% 91
2022
Q2 		$403K Hold
20,000
– – 0.02% 110
2022
Q1 		$770K Hold
20,000
– – 0.03% 87
2021
Q4 		$582K Buy
+20,000
New +$598K 0.02% 108

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Perfromance Wealth Partners's LAC Position: Q4 2023 in Review

Perfromance Wealth Partners sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 29,000 shares — an estimated $493K sold.

Perfromance Wealth Partners first reported a position in LAC in Q4 2021 and held it in 8 quarters. The position peaked at $770K in Q1 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Perfromance Wealth Partners reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 29,000 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $493K.
  • Perfromance Wealth Partners first reported a position in Lithium Americas Corp. Common Shares in Q4 2021 and held it in 8 quarters.
  • Perfromance Wealth Partners's Lithium Americas Corp. Common Shares position peaked at $770K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Perfromance Wealth Partners's 13F filing for Q4 2023, filed 22 Jan 2024.