SBIA
AMLI

Sheaff Brock Investment Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

Sheaff Brock Investment 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
2023
Q4 		– Sell
-15,000
Closed -$21.4K – 502
2023
Q3 		$21.4K Hold
15,000
– – ﹤0.01% 455
2023
Q2 		$30.1K Hold
15,000
– – ﹤0.01% 485
2023
Q1 		$34.6K Buy
+15,000
New +$44K ﹤0.01% 507

Other funds holding AMLI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMLI Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 15,000 shares — an estimated $21.4K sold.

Sheaff Brock Investment Advisors first reported a position in AMLI in Q1 2023 and held it in 3 quarters. The position peaked at $34.6K in Q1 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 15,000 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $21.4K.
  • Sheaff Brock Investment Advisors first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's American Lithium Corp. Common Stock position peaked at $34.6K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.