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Rockbridge Investment Management’s Lucid Motors LCID Stock Holding History

Rockbridge Investment Management’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$842 – 398
2023
Q4 		$842 Buy
+20
New +$898 ﹤0.01% 592
2022
Q3 		– Sell
-23
Closed -$3.91K – 375
2022
Q2 		$3.91K Buy
23
+10
+77% +$1.9K ﹤0.01% 485
2022
Q1 		$3.14K Sell
13
-43
-77% -$12.8K ﹤0.01% 668
2021
Q4 		$21K Buy
56
+13
+30% +$4.9K ﹤0.01% 476
2021
Q3 		$11K Buy
+43
New +$9.96K ﹤0.01% 512
2021
Q2 		– Hold
0
– – – 743
2021
Q1 		– Hold
0
– – – 738

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockbridge Investment Management's LCID Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Lucid Motors (LCID) in Q1 2024, closing a stake of 20 shares — an estimated $842 sold.

Rockbridge Investment Management first reported a position in LCID in Q3 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 445 funds tracked by Wall St. Rank hold LCID as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Lucid Motors position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 Lucid Motors shares in Q1 2024, an estimated $842.
  • Rockbridge Investment Management first reported a position in Lucid Motors in Q3 2021 and held it in 5 quarters.
  • Rockbridge Investment Management's Lucid Motors position peaked at $21K in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.