Carlsbad Wealth Advisory Group’s PolyMet Mining Corp. PLM Stock Holding History

Carlsbad Wealth Advisory Group’s Portfolio PLM Stock Details PLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$13K	Buy	+16,500	New	+$24.8K	0.01%	45

Other funds holding PLM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carlsbad Wealth Advisory Group's PLM Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in PolyMet Mining Corp. (PLM) in Q2 2023: 16,500 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #45 among its holdings.

74 funds tracked by Wall St. Rank hold PLM as of Q2 2023.

Carlsbad Wealth Advisory Group held 16,500 shares of PolyMet Mining Corp. worth $13K as of Q2 2023.
PolyMet Mining Corp. was a new Carlsbad Wealth Advisory Group position in Q2 2023.
PolyMet Mining Corp. made up 0.01% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #45 holding.
74 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.