BFC
PLL

Bedel Financial Consulting’s Piedmont Lithium PLL Stock Holding History

Bedel Financial Consulting’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
-61
Closed -$3K – 1044
2021
Q4 		$3K Hold
61
– – ﹤0.01% 852
2021
Q3 		$3K Hold
61
– – ﹤0.01% 851
2021
Q2 		$5K Buy
+61
New +$4.14K ﹤0.01% 778

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

Bedel Financial Consulting's PLL Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Piedmont Lithium (PLL) in Q1 2022, closing a stake of 61 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in PLL in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 137 funds tracked by Wall St. Rank hold PLL as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Piedmont Lithium position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 61 Piedmont Lithium shares in Q1 2022, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Piedmont Lithium in Q2 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Piedmont Lithium position peaked at $5K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.