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Visionary Wealth Advisors’s Lucid Motors LCID Stock Holding History

Visionary Wealth Advisors’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,237
Closed -$69.1K – 478
2023
Q3 		$69.1K Buy
1,237
+30
+2% +$1.94K 0.01% 438
2023
Q2 		$83.1K Hold
1,207
– – 0.01% 446
2023
Q1 		$97K Sell
1,207
-45
-4% -$4K 0.01% 439
2022
Q4 		$85K Sell
1,252
-28
-2% -$3.08K 0.01% 406
2022
Q3 		$179K Hold
1,280
– – 0.02% 372
2022
Q2 		$220K Buy
+1,280
New +$243K 0.02% 378

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Visionary Wealth Advisors's LCID Position: Q4 2023 in Review

Visionary Wealth Advisors sold out of Lucid Motors (LCID) in Q4 2023, closing a stake of 1,237 shares — an estimated $69.1K sold.

Visionary Wealth Advisors first reported a position in LCID in Q2 2022 and held it in 6 quarters. The position peaked at $220K in Q2 2022. 497 funds tracked by Wall St. Rank hold LCID as of Q4 2023.

  • Visionary Wealth Advisors reported no remaining Lucid Motors position as of Q4 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,237 Lucid Motors shares in Q4 2023, an estimated $69.1K.
  • Visionary Wealth Advisors first reported a position in Lucid Motors in Q2 2022 and held it in 6 quarters.
  • Visionary Wealth Advisors's Lucid Motors position peaked at $220K in Q2 2022.
  • 497 funds tracked by Wall St. Rank held Lucid Motors as of Q4 2023.

Based on Visionary Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.