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Walled Lake Planning & Wealth Management’s Lucid Motors LCID Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q3 		– Sell
-56
Closed -$16K – 333
2021
Q2 		$16K Hold
56
– – 0.01% 216
2021
Q1 		$13K Buy
+56
New +$15K 0.01% 225

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LCID Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Lucid Motors (LCID) in Q3 2021, closing a stake of 56 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in LCID in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 266 funds tracked by Wall St. Rank hold LCID as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Lucid Motors position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 56 Lucid Motors shares in Q3 2021, an estimated $16K.
  • Walled Lake Planning & Wealth Management first reported a position in Lucid Motors in Q1 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Lucid Motors position peaked at $16K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.