AF
PLM

Allworth Financial’s PolyMet Mining Corp. PLM Stock Holding History

Allworth Financial’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,200
Closed -$2.5K – 3699
2023
Q3 		$2.5K Hold
1,200
– – ﹤0.01% 2435
2023
Q2 		$948 Hold
1,200
– – ﹤0.01% 2748
2023
Q1 		$2.58K Hold
1,200
– – ﹤0.01% 2308
2022
Q4 		$3.18K Hold
1,200
– – ﹤0.01% 2064
2022
Q3 		$3K Hold
1,200
– – ﹤0.01% 2087
2022
Q2 		$3K Hold
1,200
– – ﹤0.01% 1970
2022
Q1 		$5K Hold
1,200
– – ﹤0.01% 1655
2021
Q4 		$3K Buy
1,200
+100
+9% +$305 ﹤0.01% 1698
2021
Q3 		$3K Hold
1,100
– – ﹤0.01% 1647
2021
Q2 		$4K Buy
+1,100
New +$3.46K ﹤0.01% 1288
2019
Q4 		– Sell
-1,000
Closed -$3K – 1156
2019
Q3 		$3K Hold
1,000
– – ﹤0.01% 793
2019
Q2 		$4K Hold
1,000
– – ﹤0.01% 729
2019
Q1 		$7K Hold
1,000
– – ﹤0.01% 636
2018
Q4 		$8K Buy
+1,000
New +$8.76K ﹤0.01% 570

Other funds holding PLM

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Allworth Financial's PLM Position: Q4 2023 in Review

Allworth Financial sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 1,200 shares — an estimated $2.5K sold.

Allworth Financial first reported a position in PLM in Q4 2018 and held it in 14 quarters. The position peaked at $8K in Q4 2018. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.

  • Allworth Financial reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 1,200 PolyMet Mining Corp. shares in Q4 2023, an estimated $2.5K.
  • Allworth Financial first reported a position in PolyMet Mining Corp. in Q4 2018 and held it in 14 quarters.
  • Allworth Financial's PolyMet Mining Corp. position peaked at $8K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.