Charles Schwab’s PolyMet Mining Corp. PLM Stock Holding History

Charles Schwab’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 Q4	–	Sell	-78,797	Closed	-$164K	–	3619
2023 Q3	$164K	Buy	78,797 +60,896	+340%	+$126K	﹤0.01%	3314
2023 Q2	$14.1K	Sell	17,901 -48,137	-73%	-$72.2K	﹤0.01%	3586
2023 Q1	$142K	Hold	66,038	–	–	﹤0.01%	3207
2022 Q4	$175K	Hold	66,038	–	–	﹤0.01%	3200
2022 Q3	$191K	Hold	66,038	–	–	﹤0.01%	3171
2022 Q2	$182K	Hold	66,038	–	–	﹤0.01%	3246
2022 Q1	$277K	Buy	66,038 +4,854	+8%	+$13.9K	﹤0.01%	3236
2021 Q4	$153K	Hold	61,184	–	–	﹤0.01%	3400
2021 Q3	$187K	Hold	61,184	–	–	﹤0.01%	3337
2021 Q2	$221K	Buy	+61,184	New	+$192K	﹤0.01%	3267

Other funds holding PLM

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Charles Schwab's PLM Position: Q4 2023 in Review

Charles Schwab sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 78,797 shares — an estimated $164K sold.

Charles Schwab first reported a position in PLM in Q2 2021 and held it in 10 quarters. The position peaked at $277K in Q1 2022. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.

Charles Schwab reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
Charles Schwab sold 78,797 PolyMet Mining Corp. shares in Q4 2023, an estimated $164K.
Charles Schwab first reported a position in PolyMet Mining Corp. in Q2 2021 and held it in 10 quarters.
Charles Schwab's PolyMet Mining Corp. position peaked at $277K in Q1 2022.
1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.

Based on Charles Schwab's 13F filing for Q4 2023, filed 6 Feb 2024.