Wealth Effects’s American Lithium Corp. Common Stock AMLI Stock Holding History

Wealth Effects’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	-10,000	Closed	-$14.3K	–	239
2023 Q3	$14.3K	Hold	10,000	–	–	0.01%	195
2023 Q2	$20.1K	Buy	+10,000	New	+$21K	0.01%	198

Other funds holding AMLI

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's AMLI Position: Q4 2023 in Review

Wealth Effects sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2023, closing a stake of 10,000 shares — an estimated $14.3K sold.

Wealth Effects first reported a position in AMLI in Q2 2023 and held it in 2 quarters. The position peaked at $20.1K in Q2 2023. 68 funds tracked by Wall St. Rank hold AMLI as of Q4 2023.

Wealth Effects reported no remaining American Lithium Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
Wealth Effects sold 10,000 American Lithium Corp. Common Stock shares in Q4 2023, an estimated $14.3K.
Wealth Effects first reported a position in American Lithium Corp. Common Stock in Q2 2023 and held it in 2 quarters.
Wealth Effects's American Lithium Corp. Common Stock position peaked at $20.1K in Q2 2023.
68 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2023.

Based on Wealth Effects's 13F filing for Q4 2023, filed 29 Jan 2024.