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WMG Financial Advisors’s Lucid Motors LCID Stock Holding History

WMG Financial Advisors’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
Q1 		– Sell
-1,235
Closed -$84.4K – 135
2022
Q4 		$84.4K Sell
1,235
-438
-26% -$48.2K 0.07% 129
2022
Q3 		$234K Hold
1,673
– – 0.21% 108
2022
Q2 		$287K Buy
1,673
+38
+2% +$7.22K 0.25% 93
2022
Q1 		$415K Hold
1,635
– – 0.31% 80
2021
Q4 		$621K Buy
+1,635
New +$616K 0.48% 50

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WMG Financial Advisors's LCID Position: Q1 2023 in Review

WMG Financial Advisors sold out of Lucid Motors (LCID) in Q1 2023, closing a stake of 1,235 shares — an estimated $84.4K sold.

WMG Financial Advisors first reported a position in LCID in Q4 2021 and held it in 5 quarters. The position peaked at $621K in Q4 2021. 465 funds tracked by Wall St. Rank hold LCID as of Q1 2023.

  • WMG Financial Advisors reported no remaining Lucid Motors position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 1,235 Lucid Motors shares in Q1 2023, an estimated $84.4K.
  • WMG Financial Advisors first reported a position in Lucid Motors in Q4 2021 and held it in 5 quarters.
  • WMG Financial Advisors's Lucid Motors position peaked at $621K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.