RSWM
LAC

Robertson Stephens Wealth Management’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Robertson Stephens Wealth Management’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
-19,983
Closed -$340K – 485
2023
Q3 		$340K Buy
19,983
+806
+4% +$15.2K 0.02% 362
2023
Q2 		$388K Buy
19,177
+660
+4% +$13.6K 0.03% 319
2023
Q1 		$403K Buy
18,517
+6,450
+53% +$143K 0.03% 320
2022
Q4 		$229K Buy
12,067
+3,690
+44% +$89.5K 0.02% 380
2022
Q3 		$219K Buy
+8,377
New +$223K 0.02% 328
2020
Q3 		– Sell
-120,615
Closed -$611K – 251
2020
Q2 		$611K Sell
120,615
-3,277
-3% -$12.2K 0.18% 95
2020
Q1 		$330K Buy
+123,892
New +$485K 0.11% 128

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Robertson Stephens Wealth Management's LAC Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 19,983 shares — an estimated $340K sold.

Robertson Stephens Wealth Management first reported a position in LAC in Q1 2020 and held it in 7 quarters. The position peaked at $611K in Q2 2020. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 19,983 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $340K.
  • Robertson Stephens Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q1 2020 and held it in 7 quarters.
  • Robertson Stephens Wealth Management's Lithium Americas Corp. Common Shares position peaked at $611K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.