SWA
LAC

SOA Wealth Advisors’s Lithium Americas Corp. Common Shares 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
2023
Q4 		– Sell
-510
Closed -$8.68K – 962
2023
Q3 		$8.68K Hold
510
– – ﹤0.01% 549
2023
Q2 		$10.3K Buy
510
+410
+410% +$8.45K ﹤0.01% 527
2023
Q1 		$2.18K Hold
100
– – ﹤0.01% 716
2022
Q4 		$1.9K Hold
100
– – ﹤0.01% 743
2022
Q3 		$2K Hold
100
– – ﹤0.01% 741
2022
Q2 		$2K Hold
100
– – ﹤0.01% 728
2022
Q1 		$3K Buy
+100
New +$2.85K ﹤0.01% 780

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SOA Wealth Advisors's LAC Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 510 shares — an estimated $8.68K sold.

SOA Wealth Advisors first reported a position in LAC in Q1 2022 and held it in 7 quarters. The position peaked at $10.3K in Q2 2023. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 510 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $8.68K.
  • SOA Wealth Advisors first reported a position in Lithium Americas Corp. Common Shares in Q1 2022 and held it in 7 quarters.
  • SOA Wealth Advisors's Lithium Americas Corp. Common Shares position peaked at $10.3K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.