CarsonAllaria Wealth Management’s Piedmont Lithium PLL Stock Holding History

CarsonAllaria 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
2023 Q3	–	Sell	-190	Closed	-$11K	–	397
2023 Q2	$11K	Hold	190	–	–	0.01%	215
2023 Q1	$11.4K	Hold	190	–	–	0.01%	201
2022 Q4	$8K	Sell	190 -125	-40%	-$6.93K	0.01%	210
2022 Q3	$17K	Hold	315	–	–	0.02%	153
2022 Q2	$11K	Hold	315	–	–	0.01%	184
2022 Q1	$23K	Sell	315 -100	-24%	-$5.62K	0.02%	153
2021 Q4	$22K	Buy	+415	New	+$24.3K	0.02%	169

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

CarsonAllaria Wealth Management's PLL Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 190 shares — an estimated $11K sold.

CarsonAllaria Wealth Management first reported a position in PLL in Q4 2021 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 190 Piedmont Lithium shares in Q3 2023, an estimated $11K.
CarsonAllaria Wealth Management first reported a position in Piedmont Lithium in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Piedmont Lithium position peaked at $23K in Q1 2022.
144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.