Belpointe Asset Management’s Piedmont Lithium PLL Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-135	Closed	-$8.11K	–	2585
2023 Q1	$8.11K	Buy	135 +35	+35%	+$2.12K	﹤0.01%	2815
2022 Q4	$4.4K	Buy	+100	New	+$5.54K	﹤0.01%	2981

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

Belpointe Asset Management's PLL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Piedmont Lithium (PLL) in Q2 2023, closing a stake of 135 shares — an estimated $8.11K sold.

Belpointe Asset Management first reported a position in PLL in Q4 2022 and held it in 2 quarters. The position peaked at $8.11K in Q1 2023. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

Belpointe Asset Management reported no remaining Piedmont Lithium position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 135 Piedmont Lithium shares in Q2 2023, an estimated $8.11K.
Belpointe Asset Management first reported a position in Piedmont Lithium in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Piedmont Lithium position peaked at $8.11K in Q1 2023.
169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.