WA
AMLI

Waverly Advisors’s American Lithium Corp. Common Stock AMLI Stock Holding History

Waverly Advisors’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
2023
Q4 		– Sell
-11,000
Closed -$15.7K – 463
2023
Q3 		$15.7K Hold
11,000
– – ﹤0.01% 405
2023
Q2 		$22.1K Hold
11,000
– – ﹤0.01% 361
2023
Q1 		$25.4K Buy
+11,000
New +$32.3K ﹤0.01% 296

Other funds holding AMLI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's AMLI Position: Q4 2023 in Review

Waverly Advisors sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 11,000 shares — an estimated $15.7K sold.

Waverly Advisors first reported a position in AMLI in Q1 2023 and held it in 3 quarters. The position peaked at $25.4K in Q1 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

  • Waverly Advisors reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Waverly Advisors sold 11,000 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $15.7K.
  • Waverly Advisors first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 3 quarters.
  • Waverly Advisors's American Lithium Corp. Common Stock position peaked at $25.4K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

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