Bogart Wealth LLC’s Piedmont Lithium PLL Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-40	Closed	-$2K	–	1163
2022 Q3	$2K	Buy	+40	New	+$2.06K	﹤0.01%	835

Other funds holding PLL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's PLL Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Piedmont Lithium (PLL) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in PLL in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 158 funds tracked by Wall St. Rank hold PLL as of Q4 2022.

Bogart Wealth LLC reported no remaining Piedmont Lithium position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 40 Piedmont Lithium shares in Q4 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in Piedmont Lithium in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Piedmont Lithium position peaked at $2K in Q3 2022.
158 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.