Avantax Advisory Services’s Piedmont Lithium PLL Stock Holding History

Avantax Advisory Services’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
2023 Q2	–	Sell	-3,679	Closed	-$221K	–	1558
2023 Q1	$221K	Buy	+3,679	New	+$223K	﹤0.01%	1311
2022 Q2	–	Sell	-3,379	Closed	-$247K	–	1371
2022 Q1	$247K	Buy	+3,379	New	+$190K	﹤0.01%	1101
2021 Q3	–	Sell	-2,950	Closed	-$231K	–	1216
2021 Q2	$231K	Buy	+2,950	New	+$200K	﹤0.01%	1010

Other funds holding PLL

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

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

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

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Avantax Advisory Services's PLL Position: Q2 2023 in Review

Avantax Advisory Services sold out of Piedmont Lithium (PLL) in Q2 2023, closing a stake of 3,679 shares — an estimated $221K sold.

Avantax Advisory Services first reported a position in PLL in Q2 2021 and held it in 3 quarters. The position peaked at $247K in Q1 2022. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

Avantax Advisory Services reported no remaining Piedmont Lithium position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,679 Piedmont Lithium shares in Q2 2023, an estimated $221K.
Avantax Advisory Services first reported a position in Piedmont Lithium in Q2 2021 and held it in 3 quarters.
Avantax Advisory Services's Piedmont Lithium position peaked at $247K in Q1 2022.
169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.