RF
AMLI

Rollins Financial’s American Lithium Corp. Common Stock AMLI Stock Holding History

Rollins Financial’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
2023
Q4 		– Sell
-16,200
Closed -$23.2K – 115
2023
Q3 		$23.2K Hold
16,200
– – 0.01% 105
2023
Q2 		$32.6K Hold
16,200
– – 0.01% 106
2023
Q1 		$37.4K Buy
+16,200
New +$47.6K 0.01% 120

Other funds holding AMLI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rollins Financial's AMLI Position: Q4 2023 in Review

Rollins Financial sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 16,200 shares — an estimated $23.2K sold.

Rollins Financial first reported a position in AMLI in Q1 2023 and held it in 3 quarters. The position peaked at $37.4K in Q1 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

  • Rollins Financial reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Rollins Financial sold 16,200 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $23.2K.
  • Rollins Financial first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 3 quarters.
  • Rollins Financial's American Lithium Corp. Common Stock position peaked at $37.4K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.