VWA
SLI

Visionary Wealth Advisors’s Standard Lithium SLI Stock Holding History

Visionary Wealth Advisors’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,100
Closed -$44K – 441
2022
Q3 		$44K Sell
10,100
-1,000
-9% -$5.24K ﹤0.01% 389
2022
Q2 		$47K Buy
11,100
+300
+3% +$1.77K ﹤0.01% 424
2022
Q1 		$95K Buy
+10,800
New +$73.2K 0.01% 423
2021
Q4 		– Sell
-10,000
Closed -$81K – 397
2021
Q3 		$81K Buy
+10,000
New +$66K 0.01% 304

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Visionary Wealth Advisors's SLI Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of Standard Lithium (SLI) in Q4 2022, closing a stake of 10,100 shares — an estimated $44K sold.

Visionary Wealth Advisors first reported a position in SLI in Q3 2021 and held it in 4 quarters. The position peaked at $95K in Q1 2022. 89 funds tracked by Wall St. Rank hold SLI as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining Standard Lithium position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,100 Standard Lithium shares in Q4 2022, an estimated $44K.
  • Visionary Wealth Advisors first reported a position in Standard Lithium in Q3 2021 and held it in 4 quarters.
  • Visionary Wealth Advisors's Standard Lithium position peaked at $95K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Standard Lithium as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.