CFG
PLL

CKW Financial Group’s Piedmont Lithium PLL Stock Holding History

CKW Financial Group’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
2021
Q4 		– Sell
-200
Closed -$11K – 232
2021
Q3 		$11K Sell
200
-50
-20% -$2.91K ﹤0.01% 183
2021
Q2 		$19K Buy
+250
New +$17K ﹤0.01% 176

Other funds holding PLL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CKW Financial Group's PLL Position: Q4 2021 in Review

CKW Financial Group sold out of Piedmont Lithium (PLL) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

CKW Financial Group first reported a position in PLL in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 117 funds tracked by Wall St. Rank hold PLL as of Q4 2021.

  • CKW Financial Group reported no remaining Piedmont Lithium position as of Q4 2021 after selling out during the quarter.
  • CKW Financial Group sold 200 Piedmont Lithium shares in Q4 2021, an estimated $11K.
  • CKW Financial Group first reported a position in Piedmont Lithium in Q2 2021 and held it in 2 quarters.
  • CKW Financial Group's Piedmont Lithium position peaked at $19K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2021.

Based on CKW Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.