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WealthPlan Investment Management’s Lucid Motors LCID Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-10
Closed -$689 – 259
2023
Q2 		$689 Hold
10
– – ﹤0.01% 341
2023
Q1 		$804 Buy
+10
New +$888 ﹤0.01% 414

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's LCID Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Lucid Motors (LCID) in Q3 2023, closing a stake of 10 shares — an estimated $689 sold.

WealthPlan Investment Management first reported a position in LCID in Q1 2023 and held it in 2 quarters. The position peaked at $804 in Q1 2023. 492 funds tracked by Wall St. Rank hold LCID as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Lucid Motors position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10 Lucid Motors shares in Q3 2023, an estimated $689.
  • WealthPlan Investment Management first reported a position in Lucid Motors in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Lucid Motors position peaked at $804 in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.