WealthPLAN Partners’s Lucid Motors LCID Stock Holding History

WealthPLAN Partners’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	-276	Closed	-$19K	–	762
2023 Q2	$19K	Buy	276 +141	+104%	+$10.1K	﹤0.01%	691
2023 Q1	$10.9K	Buy	+135	New	+$12K	﹤0.01%	842

Other funds holding LCID

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's LCID Position: Q3 2023 in Review

WealthPLAN Partners sold out of Lucid Motors (LCID) in Q3 2023, closing a stake of 276 shares — an estimated $19K sold.

WealthPLAN Partners first reported a position in LCID in Q1 2023 and held it in 2 quarters. The position peaked at $19K in Q2 2023. 491 funds tracked by Wall St. Rank hold LCID as of Q3 2023.

WealthPLAN Partners reported no remaining Lucid Motors position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 276 Lucid Motors shares in Q3 2023, an estimated $19K.
WealthPLAN Partners first reported a position in Lucid Motors in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Lucid Motors position peaked at $19K in Q2 2023.
491 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.