Cary Street Partners Investment Advisory’s Piedmont Lithium PLL Stock Holding History

Cary Street Partners 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
2023 Q4	–	Sell	-19	Closed	-$754	–	1492
2023 Q3	$754	Hold	19	–	–	﹤0.01%	1759
2023 Q2	$1.1K	Hold	19	–	–	﹤0.01%	1641
2023 Q1	$1.14K	Hold	19	–	–	﹤0.01%	1561
2022 Q4	$836	Buy	+19	New	+$1.05K	﹤0.01%	1593

Other funds holding PLL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cary Street Partners Investment Advisory's PLL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 19 shares — an estimated $754 sold.

Cary Street Partners Investment Advisory first reported a position in PLL in Q4 2022 and held it in 4 quarters. The position peaked at $1.14K in Q1 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 19 Piedmont Lithium shares in Q4 2023, an estimated $754.
Cary Street Partners Investment Advisory first reported a position in Piedmont Lithium in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Piedmont Lithium position peaked at $1.14K in Q1 2023.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.