SWM
LAC

Spire Wealth Management’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Spire Wealth Management’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
-197
Closed -$3.35K – 2503
2023
Q3 		$3.35K Hold
197
– – ﹤0.01% 2029
2023
Q2 		$3.98K Buy
+197
New +$4.06K ﹤0.01% 2058
2023
Q1 		– Sell
-2,000
Closed -$38K – 2640
2022
Q4 		$38K Buy
2,000
+550
+38% +$13.3K ﹤0.01% 1093
2022
Q3 		$38K Sell
1,450
-735
-34% -$19.6K ﹤0.01% 1065
2022
Q2 		$44K Sell
2,185
-1,015
-32% -$25.9K ﹤0.01% 1349
2022
Q1 		$207K Sell
3,200
-3,425
-52% -$97.5K 0.01% 880
2021
Q4 		$193K Buy
6,625
+1,836
+38% +$54.9K ﹤0.01% 1111
2021
Q3 		$107K Buy
4,789
+1,330
+38% +$23.4K ﹤0.01% 1174
2021
Q2 		$51K Sell
3,459
-441
-11% -$6.3K ﹤0.01% 1478
2021
Q1 		$63K Buy
+3,900
New +$72.9K ﹤0.01% 1615

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 $1.51B AUM 24.9% 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

Spire Wealth Management's LAC Position: Q4 2023 in Review

Spire Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 197 shares — an estimated $3.35K sold.

Spire Wealth Management first reported a position in LAC in Q1 2021 and held it in 10 quarters. The position peaked at $207K in Q1 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Spire Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 197 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $3.35K.
  • Spire Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Lithium Americas Corp. Common Shares position peaked at $207K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.