TWM
LEV

Tradition Wealth Management’s The Lion Electric Company LEV Stock Holding History

Tradition Wealth Management’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
-12,000
Closed -$8.15K – 446
2024
Q3 		$8.15K Hold
12,000
– – ﹤0.01% 407
2024
Q2 		$10.9K Hold
12,000
– – ﹤0.01% 400
2024
Q1 		$17K Hold
12,000
– – ﹤0.01% 389
2023
Q4 		$21K Hold
12,000
– – ﹤0.01% 836
2023
Q3 		$23K Hold
12,000
– – ﹤0.01% 815
2023
Q2 		$22K Hold
12,000
– – ﹤0.01% 861
2023
Q1 		$22K Buy
+12,000
New +$27.1K ﹤0.01% 821
2021
Q4 		– Sell
-653
Closed -$8K – 1225
2021
Q3 		$8K Hold
653
– – ﹤0.01% 960
2021
Q2 		$13K Buy
+653
New +$12.2K ﹤0.01% 882

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 $1.33B AUM 47.35% 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

Tradition Wealth Management's LEV Position: Q4 2024 in Review

Tradition Wealth Management sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 12,000 shares — an estimated $8.15K sold.

Tradition Wealth Management first reported a position in LEV in Q2 2021 and held it in 9 quarters. The position peaked at $23K in Q3 2023. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Tradition Wealth Management reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 12,000 The Lion Electric Company shares in Q4 2024, an estimated $8.15K.
  • Tradition Wealth Management first reported a position in The Lion Electric Company in Q2 2021 and held it in 9 quarters.
  • Tradition Wealth Management's The Lion Electric Company position peaked at $23K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.