CAWM
PLL

Capital A Wealth Management’s Piedmont Lithium PLL Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-109
Closed -$687 – 738
2025
Q1 		$687 Buy
109
+38
+54% +$304 ﹤0.01% 586
2024
Q4 		$621 Buy
+71
New +$833 ﹤0.01% 628

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital A Wealth Management's PLL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 109 shares — an estimated $687 sold.

Capital A Wealth Management first reported a position in PLL in Q4 2024 and held it in 2 quarters. The position peaked at $687 in Q1 2025. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

  • Capital A Wealth Management reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 109 Piedmont Lithium shares in Q2 2025, an estimated $687.
  • Capital A Wealth Management first reported a position in Piedmont Lithium in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Piedmont Lithium position peaked at $687 in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.