Arkadios Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-700	Closed	-$38K	–	1444
2021 Q3	$38K	Hold	700	–	–	0.01%	978
2021 Q2	$54K	Buy	+700	New	+$47.5K	0.01%	899

Other funds holding PLL

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

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

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

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 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

ECM

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

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

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

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

Arkadios Wealth Advisors's PLL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Piedmont Lithium (PLL) in Q4 2021, closing a stake of 700 shares — an estimated $38K sold.

Arkadios Wealth Advisors first reported a position in PLL in Q2 2021 and held it in 2 quarters. The position peaked at $54K in Q2 2021. 117 funds tracked by Wall St. Rank hold PLL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Piedmont Lithium position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 700 Piedmont Lithium shares in Q4 2021, an estimated $38K.
Arkadios Wealth Advisors first reported a position in Piedmont Lithium in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Piedmont Lithium position peaked at $54K in Q2 2021.
117 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.