CIA
PLL

Cape Investment Advisory’s Piedmont Lithium PLL Stock Holding History

Cape Investment Advisory’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
2024
Q2 		– Sell
-100
Closed -$1.33K – 971
2024
Q1 		$1.33K Sell
100
-117
-54% -$1.88K ﹤0.01% 818
2023
Q4 		$6.13K Sell
217
-196
-47% -$5.76K ﹤0.01% 745
2023
Q3 		$16.4K Sell
413
-13
-3% -$632 0.01% 477
2023
Q2 		$24.6K Buy
426
+56
+15% +$3.21K 0.01% 406
2023
Q1 		$22.2K Buy
+370
New +$22.4K 0.01% 402

Other funds holding PLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cape Investment Advisory's PLL Position: Q2 2024 in Review

Cape Investment Advisory sold out of Piedmont Lithium (PLL) in Q2 2024, closing a stake of 100 shares — an estimated $1.33K sold.

Cape Investment Advisory first reported a position in PLL in Q1 2023 and held it in 5 quarters. The position peaked at $24.6K in Q2 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q2 2024.

  • Cape Investment Advisory reported no remaining Piedmont Lithium position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 100 Piedmont Lithium shares in Q2 2024, an estimated $1.33K.
  • Cape Investment Advisory first reported a position in Piedmont Lithium in Q1 2023 and held it in 5 quarters.
  • Cape Investment Advisory's Piedmont Lithium position peaked at $24.6K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.