SWA
AMLI

SOA Wealth Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

SOA Wealth 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
2024
Q4 		– Sell
-1,562
Closed -$881 – 910
2024
Q3 		$881 Hold
1,562
– – ﹤0.01% 721
2024
Q2 		$869 Hold
1,562
– – ﹤0.01% 732
2024
Q1 		$1.06K Hold
1,562
– – ﹤0.01% 760
2023
Q4 		$1.72K Hold
1,562
– – ﹤0.01% 713
2023
Q3 		$2.23K Hold
1,562
– – ﹤0.01% 705
2023
Q2 		$3.14K Buy
+1,562
New +$3.27K ﹤0.01% 672

Other funds holding AMLI

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SOA Wealth Advisors's AMLI Position: Q4 2024 in Review

SOA Wealth Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 1,562 shares — an estimated $881 sold.

SOA Wealth Advisors first reported a position in AMLI in Q2 2023 and held it in 6 quarters. The position peaked at $3.14K in Q2 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • SOA Wealth Advisors reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,562 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $881.
  • SOA Wealth Advisors first reported a position in American Lithium Corp. Common Stock in Q2 2023 and held it in 6 quarters.
  • SOA Wealth Advisors's American Lithium Corp. Common Stock position peaked at $3.14K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.