Avior Wealth Management’s Piedmont Lithium PLL Stock Holding History

Avior Wealth Management’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
2024 Q4	–	Sell	-23	Closed	-$205	–	2527
2024 Q3	$205	Sell	23 -1,569	-99%	-$14.2K	﹤0.01%	2221
2024 Q2	$15.9K	Buy	1,592 +1,184	+290%	+$15.1K	﹤0.01%	1393
2024 Q1	$5.43K	Buy	408 +26	+7%	+$417	﹤0.01%	2055
2023 Q4	$10.8K	Hold	382	–	–	﹤0.01%	983
2023 Q3	$15.2K	Hold	382	–	–	﹤0.01%	981
2023 Q2	$22K	Hold	382	–	–	﹤0.01%	921
2023 Q1	$22.9K	Sell	382 -137	-26%	-$8.31K	﹤0.01%	925
2022 Q4	$22.8K	Hold	519	–	–	﹤0.01%	740
2022 Q3	$27K	Hold	519	–	–	﹤0.01%	699
2022 Q2	$18K	Hold	519	–	–	﹤0.01%	688
2022 Q1	$37K	Hold	519	–	–	﹤0.01%	636
2021 Q4	$27K	Hold	519	–	–	﹤0.01%	659
2021 Q3	$28K	Buy	519 +269	+108%	+$15.6K	﹤0.01%	617
2021 Q2	$19K	Buy	+250	New	+$17K	﹤0.01%	654

Other funds holding PLL

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avior Wealth Management's PLL Position: Q4 2024 in Review

Avior Wealth Management sold out of Piedmont Lithium (PLL) in Q4 2024, closing a stake of 23 shares — an estimated $205 sold.

Avior Wealth Management first reported a position in PLL in Q2 2021 and held it in 14 quarters. The position peaked at $37K in Q1 2022. 111 funds tracked by Wall St. Rank hold PLL as of Q4 2024.

Avior Wealth Management reported no remaining Piedmont Lithium position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 23 Piedmont Lithium shares in Q4 2024, an estimated $205.
Avior Wealth Management first reported a position in Piedmont Lithium in Q2 2021 and held it in 14 quarters.
Avior Wealth Management's Piedmont Lithium position peaked at $37K in Q1 2022.
111 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.