CP
PLL

Castleview Partners’s Piedmont Lithium PLL Stock Holding History

Castleview Partners’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
Q3 		– Sell
-200
Closed -$2K – 807
2024
Q2 		$2K Hold
200
– – ﹤0.01% 739
2024
Q1 		$2.66K Hold
200
– – ﹤0.01% 715
2023
Q4 		$5.65K Hold
200
– – ﹤0.01% 569
2023
Q3 		$7.94K Hold
200
– – 0.01% 442
2023
Q2 		$11.5K Hold
200
– – 0.01% 417
2023
Q1 		$12K Hold
200
– – 0.01% 404
2022
Q4 		$8.8K Hold
200
– – 0.01% 382
2022
Q3 		$11K Buy
200
+100
+100% +$5.15K 0.01% 371
2022
Q2 		$1.82K Sell
100
-100
-50% -$5.92K ﹤0.01% 637
2022
Q1 		$14K Sell
200
-10,292
-98% -$578K 0.01% 473
2021
Q4 		$200 Buy
+10,492
New +$614K ﹤0.01% 682

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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 $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Castleview Partners's PLL Position: Q3 2024 in Review

Castleview Partners sold out of Piedmont Lithium (PLL) in Q3 2024, closing a stake of 200 shares — an estimated $2K sold.

Castleview Partners first reported a position in PLL in Q4 2021 and held it in 11 quarters. The position peaked at $14K in Q1 2022. 107 funds tracked by Wall St. Rank hold PLL as of Q3 2024.

  • Castleview Partners reported no remaining Piedmont Lithium position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 200 Piedmont Lithium shares in Q3 2024, an estimated $2K.
  • Castleview Partners first reported a position in Piedmont Lithium in Q4 2021 and held it in 11 quarters.
  • Castleview Partners's Piedmont Lithium position peaked at $14K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.