BWP
PLL

Baldwin Wealth Partners’s Piedmont Lithium PLL Stock Holding History

Baldwin Wealth Partners’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
2022
Q1 		– Sell
-100
Closed -$5K – 691
2021
Q4 		$5K Sell
100
-500
-83% -$29.3K ﹤0.01% 563
2021
Q3 		$33K Hold
600
– – ﹤0.01% 398
2021
Q2 		$47K Buy
+600
New +$40.7K 0.01% 365

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's PLL Position: Q1 2022 in Review

Baldwin Wealth Partners sold out of Piedmont Lithium (PLL) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in PLL in Q2 2021 and held it in 3 quarters. The position peaked at $47K in Q2 2021. 137 funds tracked by Wall St. Rank hold PLL as of Q1 2022.

  • Baldwin Wealth Partners reported no remaining Piedmont Lithium position as of Q1 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Piedmont Lithium shares in Q1 2022, an estimated $5K.
  • Baldwin Wealth Partners first reported a position in Piedmont Lithium in Q2 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's Piedmont Lithium position peaked at $47K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2022.

Based on Baldwin Wealth Partners's 13F filing for Q1 2022, filed 13 Apr 2022.