AWM
PLL

Accurate Wealth Management’s Piedmont Lithium PLL Stock Holding History

Accurate Wealth Management’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$54.2K – 1094
2022
Q4 		$54.2K Buy
+1,000
New +$55.4K 0.02% 437

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Accurate Wealth Management's PLL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Piedmont Lithium (PLL) in Q1 2023, closing a stake of 1,000 shares — an estimated $54.2K sold.

Accurate Wealth Management first reported a position in PLL in Q4 2022 and held it in 1 quarter. The position peaked at $54.2K in Q4 2022. 162 funds tracked by Wall St. Rank hold PLL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Piedmont Lithium position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,000 Piedmont Lithium shares in Q1 2023, an estimated $54.2K.
  • Accurate Wealth Management first reported a position in Piedmont Lithium in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Piedmont Lithium position peaked at $54.2K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.