Avidian Wealth Enterprises’s Piedmont Lithium PLL Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-4,100	Closed	-$237K	–	419
2023 Q2	$237K	Hold	4,100	–	–	0.02%	378
2023 Q1	$246K	Buy	+4,100	New	+$249K	0.01%	420
2022 Q4	–	Sell	-6,700	Closed	-$358K	–	465
2022 Q3	$358K	Buy	+6,700	New	+$345K	0.03%	290
2022 Q2	–	Sell	-5,000	Closed	-$365K	–	487
2022 Q1	$365K	Hold	5,000	–	–	0.02%	358
2021 Q4	$262K	Hold	5,000	–	–	0.02%	438
2021 Q3	$272K	Sell	5,000 -1,000	-17%	-$58.1K	0.02%	311
2021 Q2	$469K	Buy	+6,000	New	+$407K	0.04%	234

Other funds holding PLL

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

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

Avidian Wealth Enterprises's PLL Position: Q3 2023 in Review

Avidian Wealth Enterprises sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 4,100 shares — an estimated $237K sold.

Avidian Wealth Enterprises first reported a position in PLL in Q2 2021 and held it in 7 quarters. The position peaked at $469K in Q2 2021. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

Avidian Wealth Enterprises reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,100 Piedmont Lithium shares in Q3 2023, an estimated $237K.
Avidian Wealth Enterprises first reported a position in Piedmont Lithium in Q2 2021 and held it in 7 quarters.
Avidian Wealth Enterprises's Piedmont Lithium position peaked at $469K in Q2 2021.
144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2023, filed 13 Oct 2023.