RFA
LAC

ROI Financial Advisors’s Lithium Americas LAC Stock Holding History

ROI Financial Advisors’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
2024
Q4 		– Sell
-10,240
Closed -$27.6K – 66
2024
Q3 		$27.6K Sell
10,240
-6,741
-40% -$17.1K 0.02% 64
2024
Q2 		$45.5K Sell
16,981
-3,008
-15% -$13.3K 0.03% 64
2024
Q1 		$134K Sell
19,989
-19,438
-49% -$101K 0.11% 62
2023
Q4 		$252K Buy
+39,427
New +$294K 0.21% 55

Other funds holding LAC

GMH
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

ROI Financial Advisors's LAC Position: Q4 2024 in Review

ROI Financial Advisors sold out of Lithium Americas (LAC) in Q4 2024, closing a stake of 10,240 shares — an estimated $27.6K sold.

ROI Financial Advisors first reported a position in LAC in Q4 2023 and held it in 4 quarters. The position peaked at $252K in Q4 2023. 228 funds tracked by Wall St. Rank hold LAC as of Q4 2024.

  • ROI Financial Advisors reported no remaining Lithium Americas position as of Q4 2024 after selling out during the quarter.
  • ROI Financial Advisors sold 10,240 Lithium Americas shares in Q4 2024, an estimated $27.6K.
  • ROI Financial Advisors first reported a position in Lithium Americas in Q4 2023 and held it in 4 quarters.
  • ROI Financial Advisors's Lithium Americas position peaked at $252K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Lithium Americas as of Q4 2024.

Based on ROI Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.