AssetMark Inc
PLL

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AssetMark Inc's PLL Position: Q1 2025 in Review

AssetMark Inc sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 596 shares — an estimated $5.21K sold.

AssetMark Inc first reported a position in PLL in Q1 2022 and held it in 12 quarters. The position peaked at $57.8K in Q2 2023. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

  • AssetMark Inc reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 596 Piedmont Lithium shares in Q1 2025, an estimated $5.21K.
  • AssetMark Inc first reported a position in Piedmont Lithium in Q1 2022 and held it in 12 quarters.
  • AssetMark Inc's Piedmont Lithium position peaked at $57.8K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.