SC
LEV

Stephens Consulting’s The Lion Electric Company LEV Stock Holding History

Stephens Consulting’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$679 – 552
2024
Q3 		$679 Hold
1,000
– – ﹤0.01% 487
2024
Q2 		$909 Hold
1,000
– – ﹤0.01% 602
2024
Q1 		$1.42K Hold
1,000
– – ﹤0.01% 434
2023
Q4 		$1.77K Hold
1,000
– – ﹤0.01% 434
2023
Q3 		$1.91K Hold
1,000
– – ﹤0.01% 440
2023
Q2 		$1.85K Sell
1,000
-1,000
-50% -$2.02K ﹤0.01% 441
2023
Q1 		$3.72K Hold
2,000
– – ﹤0.01% 419
2022
Q4 		$4.48K Hold
2,000
– – ﹤0.01% 382
2022
Q3 		$5.72K Hold
2,000
– – 0.01% 394
2022
Q2 		$8.42K Hold
2,000
– – 0.01% 350
2022
Q1 		$16.8K Sell
2,000
-1,000
-33% -$8.5K 0.01% 291
2021
Q4 		$29.7K Buy
+3,000
New +$33.8K 0.02% 251

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stephens Consulting's LEV Position: Q4 2024 in Review

Stephens Consulting sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 1,000 shares — an estimated $679 sold.

Stephens Consulting first reported a position in LEV in Q4 2021 and held it in 12 quarters. The position peaked at $29.7K in Q4 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Stephens Consulting reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Stephens Consulting sold 1,000 The Lion Electric Company shares in Q4 2024, an estimated $679.
  • Stephens Consulting first reported a position in The Lion Electric Company in Q4 2021 and held it in 12 quarters.
  • Stephens Consulting's The Lion Electric Company position peaked at $29.7K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Stephens Consulting's 13F filing for Q4 2024, filed 27 Jan 2025.