AssetMark Inc

AssetMark Inc’s Piedmont Lithium PLL Stock Holding History

AssetMark Inc’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
2025 Q1	–	Sell	-596	Closed	-$5.21K	–	2734
2024 Q4	$5.21K	Buy	596 +500	+521%	+$5.87K	﹤0.01%	1920
2024 Q3	$857	Sell	96 -1,529	-94%	-$13.8K	﹤0.01%	2026
2024 Q2	$16.2K	Buy	1,625 +344	+27%	+$4.39K	﹤0.01%	1419
2024 Q1	$17.1K	Buy	1,281 +58	+5%	+$931	﹤0.01%	1303
2023 Q4	$34.5K	Buy	1,223 +78	+7%	+$2.29K	﹤0.01%	1221
2023 Q3	$45.5K	Buy	1,145 +144	+14%	+$7K	﹤0.01%	1114
2023 Q2	$57.8K	Buy	1,001 +360	+56%	+$20.6K	﹤0.01%	1040
2023 Q1	$38.5K	Buy	641 +168	+36%	+$10.2K	﹤0.01%	1090
2022 Q4	$20.8K	Buy	473 +151	+47%	+$8.37K	﹤0.01%	1199
2022 Q3	$17K	Buy	322 +24	+8%	+$1.24K	﹤0.01%	1159
2022 Q2	$11K	Buy	298 +190	+176%	+$11.2K	﹤0.01%	1212
2022 Q1	$8K	Buy	+108	New	+$6.07K	﹤0.01%	1221

Other funds holding PLL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return