Advisory Services Network’s Piedmont Lithium PLL Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-2,523	Closed	-$71.2K	–	3065
2023 Q4	$71.2K	Buy	+2,523	New	+$74.1K	﹤0.01%	1826
2023 Q2	–	Sell	-2,776	Closed	-$167K	–	3050
2023 Q1	$167K	Sell	2,776 -125	-4%	-$7.58K	﹤0.01%	1388
2022 Q4	$128K	Buy	+2,901	New	+$161K	﹤0.01%	1493
2022 Q2	–	Sell	-4,499	Closed	-$328K	–	1465
2022 Q1	$328K	Sell	4,499 -601	-12%	-$33.8K	0.01%	1103
2021 Q4	$268K	Sell	5,100 -174	-3%	-$10.2K	0.01%	1174
2021 Q3	$287K	Sell	5,274 -216	-4%	-$12.6K	0.01%	1127
2021 Q2	$429K	Buy	+5,490	New	+$372K	0.01%	937

Other funds holding PLL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Advisory Services Network's PLL Position: Q1 2024 in Review

Advisory Services Network sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 2,523 shares — an estimated $71.2K sold.

Advisory Services Network first reported a position in PLL in Q2 2021 and held it in 7 quarters. The position peaked at $429K in Q2 2021. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

Advisory Services Network reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 2,523 Piedmont Lithium shares in Q1 2024, an estimated $71.2K.
Advisory Services Network first reported a position in Piedmont Lithium in Q2 2021 and held it in 7 quarters.
Advisory Services Network's Piedmont Lithium position peaked at $429K in Q2 2021.
122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.