SWA
LAC

SOA Wealth Advisors’s Lithium Americas LAC Stock Holding History

SOA Wealth 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
2025
Q1 		– Sell
-410
Closed -$1.22K – 901
2024
Q4 		$1.22K Hold
410
– – ﹤0.01% 722
2024
Q3 		$1.11K Sell
410
-100
-20% -$254 ﹤0.01% 710
2024
Q2 		$1.37K Hold
510
– – ﹤0.01% 705
2024
Q1 		$3.43K Buy
+510
New +$2.65K ﹤0.01% 652

Other funds holding LAC

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

SOA Wealth Advisors's LAC Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Lithium Americas (LAC) in Q1 2025, closing a stake of 410 shares — an estimated $1.22K sold.

SOA Wealth Advisors first reported a position in LAC in Q1 2024 and held it in 4 quarters. The position peaked at $3.43K in Q1 2024. 218 funds tracked by Wall St. Rank hold LAC as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Lithium Americas position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 410 Lithium Americas shares in Q1 2025, an estimated $1.22K.
  • SOA Wealth Advisors first reported a position in Lithium Americas in Q1 2024 and held it in 4 quarters.
  • SOA Wealth Advisors's Lithium Americas position peaked at $3.43K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.