Clearview Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

Clearview Wealth Advisors’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 Q1	–	Sell	-20	Closed	-$880	–	699
2022 Q4	$880	Buy	+20	New	+$1.11K	﹤0.01%	539

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

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

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

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

Clearview Wealth Advisors's PLL Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Piedmont Lithium (PLL) in Q1 2023, closing a stake of 20 shares — an estimated $880 sold.

Clearview Wealth Advisors first reported a position in PLL in Q4 2022 and held it in 1 quarter. The position peaked at $880 in Q4 2022. 162 funds tracked by Wall St. Rank hold PLL as of Q1 2023.

Clearview Wealth Advisors reported no remaining Piedmont Lithium position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 Piedmont Lithium shares in Q1 2023, an estimated $880.
Clearview Wealth Advisors first reported a position in Piedmont Lithium in Q4 2022 and held it in 1 quarter.
Clearview Wealth Advisors's Piedmont Lithium position peaked at $880 in Q4 2022.
162 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.