RA
AMLI

Rise Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

Rise Advisors’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
-1,250
Closed -$705 – 1237
2024
Q3 		$705 Hold
1,250
– – ﹤0.01% 1180
2024
Q2 		$695 Hold
1,250
– – ﹤0.01% 1178
2024
Q1 		$850 Hold
1,250
– – ﹤0.01% 1191
2023
Q4 		$1.38K Hold
1,250
– – ﹤0.01% 497
2023
Q3 		$1.79K Hold
1,250
– – ﹤0.01% 481
2023
Q2 		$2.51K Buy
+1,250
New +$2.62K ﹤0.01% 491

Other funds holding AMLI

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Rise Advisors's AMLI Position: Q4 2024 in Review

Rise Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 1,250 shares — an estimated $705 sold.

Rise Advisors first reported a position in AMLI in Q2 2023 and held it in 6 quarters. The position peaked at $2.51K in Q2 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • Rise Advisors reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 1,250 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $705.
  • Rise Advisors first reported a position in American Lithium Corp. Common Stock in Q2 2023 and held it in 6 quarters.
  • Rise Advisors's American Lithium Corp. Common Stock position peaked at $2.51K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.