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Physician Wealth Advisors’s Lifezone Metals LZM Stock Holding History

Physician Wealth Advisors’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-102
Closed -$709 – 1490
2024
Q4 		$709 Buy
+102
New +$683 ﹤0.01% 1031

Other funds holding LZM

CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Physician Wealth Advisors's LZM Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Lifezone Metals (LZM) in Q1 2025, closing a stake of 102 shares — an estimated $709 sold.

Physician Wealth Advisors first reported a position in LZM in Q4 2024 and held it in 1 quarter. The position peaked at $709 in Q4 2024. 65 funds tracked by Wall St. Rank hold LZM as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Lifezone Metals position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 102 Lifezone Metals shares in Q1 2025, an estimated $709.
  • Physician Wealth Advisors first reported a position in Lifezone Metals in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Lifezone Metals position peaked at $709 in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.