BDO Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

BDO Wealth Advisors’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	$866	Hold	15	–	–	﹤0.01%	908
2023 Q1	$901	Hold	15	–	–	﹤0.01%	971
2022 Q4	$660	Hold	15	–	–	﹤0.01%	935
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	990
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	997
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1014
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	1044
2021 Q3	$1K	Sell	15 -50	-77%	-$2.91K	﹤0.01%	1015
2021 Q2	$5K	Buy	+65	New	+$4.41K	﹤0.01%	864

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

BDO Wealth Advisors's PLL Position: Q2 2023 in Review

BDO Wealth Advisors held its Piedmont Lithium (PLL) position steady in Q2 2023 at 15 shares worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #908.

BDO Wealth Advisors first reported a position in PLL in Q2 2021 and has held it in 9 quarters since. The position peaked at $5K in Q2 2021. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

BDO Wealth Advisors held 15 shares of Piedmont Lithium worth $866 as of Q2 2023.
BDO Wealth Advisors left its Piedmont Lithium share count unchanged in Q2 2023.
Piedmont Lithium made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #908 holding.
BDO Wealth Advisors first reported a position in Piedmont Lithium in Q2 2021 and has held it in 9 quarters since.
BDO Wealth Advisors's Piedmont Lithium position peaked at $5K in Q2 2021.
169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.