CCM
PLL

Coldstream Capital Management’s Piedmont Lithium PLL Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-94
Closed -$593 – 2736
2025
Q1 		$593 Buy
+94
New +$751 ﹤0.01% 3309

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coldstream Capital Management's PLL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 94 shares — an estimated $593 sold.

Coldstream Capital Management first reported a position in PLL in Q1 2025 and held it in 1 quarter. The position peaked at $593 in Q1 2025. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 94 Piedmont Lithium shares in Q2 2025, an estimated $593.
  • Coldstream Capital Management first reported a position in Piedmont Lithium in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Piedmont Lithium position peaked at $593 in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.