SWP
AMLI

Summit Wealth Partners’s American Lithium Corp. Common Stock AMLI Stock Holding History

Summit Wealth Partners’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
-10,357
Closed -$5.84K – 241
2024
Q3 		$5.84K Hold
10,357
– – ﹤0.01% 236
2024
Q2 		$5.76K Hold
10,357
– – ﹤0.01% 223
2024
Q1 		$7.04K Hold
10,357
– – ﹤0.01% 221
2023
Q4 		$11.4K Hold
10,357
– – ﹤0.01% 213
2023
Q3 		$14.8K Hold
10,357
– – ﹤0.01% 184
2023
Q2 		$20.8K Hold
10,357
– – 0.01% 182
2023
Q1 		$23.9K Buy
+10,357
New +$30.4K 0.01% 186

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 $38B AUM 39.14% 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

Summit Wealth Partners's AMLI Position: Q4 2024 in Review

Summit Wealth Partners sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 10,357 shares — an estimated $5.84K sold.

Summit Wealth Partners first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $23.9K in Q1 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • Summit Wealth Partners reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 10,357 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $5.84K.
  • Summit Wealth Partners first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
  • Summit Wealth Partners's American Lithium Corp. Common Stock position peaked at $23.9K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.