AE Wealth Management’s Piedmont Lithium PLL Stock Holding History

AE 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
2021 Q3	–	Sell	-2,647	Closed	-$207K	–	1696
2021 Q2	$207K	Buy	+2,647	New	+$180K	﹤0.01%	1493

Other funds holding PLL

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACM

Axel Capital Management New York $47.4M AUM 2.75% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

AE Wealth Management's PLL Position: Q3 2021 in Review

AE Wealth Management sold out of Piedmont Lithium (PLL) in Q3 2021, closing a stake of 2,647 shares — an estimated $207K sold.

AE Wealth Management first reported a position in PLL in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 110 funds tracked by Wall St. Rank hold PLL as of Q3 2021.

AE Wealth Management reported no remaining Piedmont Lithium position as of Q3 2021 after selling out during the quarter.
AE Wealth Management sold 2,647 Piedmont Lithium shares in Q3 2021, an estimated $207K.
AE Wealth Management first reported a position in Piedmont Lithium in Q2 2021 and held it in 1 quarter.
AE Wealth Management's Piedmont Lithium position peaked at $207K in Q2 2021.
110 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.