Commonwealth Equity Services’s Piedmont Lithium PLL Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-11,844	Closed	-$106K	–	4190
2024 Q3	$106K	Buy	+11,844	New	+$107K	﹤0.01%	3859
2024 Q1	–	Sell	-7,827	Closed	-$221K	–	4073
2023 Q4	$221K	Sell	7,827 -9	-0.1%	-$264	﹤0.01%	3430
2023 Q3	$311K	Buy	7,836 +1,565	+25%	+$76K	﹤0.01%	3003
2023 Q2	$362K	Buy	6,271 +571	+10%	+$32.7K	﹤0.01%	2883
2023 Q1	$342	Buy	5,700 +467	+9%	+$28.3K	﹤0.01%	2848
2022 Q4	$230K	Sell	5,233 -791	-13%	-$43.9K	﹤0.01%	3104
2022 Q3	$322K	Buy	+6,024	New	+$310K	﹤0.01%	2764
2022 Q2	–	Sell	-4,638	Closed	-$338K	–	3771
2022 Q1	$338K	Sell	4,638 -1,038	-18%	-$58.3K	﹤0.01%	2869
2021 Q4	$297K	Buy	5,676 +56	+1%	+$3.28K	﹤0.01%	2980
2021 Q3	$306K	Sell	5,620 -626	-10%	-$36.4K	﹤0.01%	2900
2021 Q2	$488K	Buy	+6,246	New	+$424K	﹤0.01%	2488

Other funds holding PLL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services's PLL Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Piedmont Lithium (PLL) in Q4 2024, closing a stake of 11,844 shares — an estimated $106K sold.

Commonwealth Equity Services first reported a position in PLL in Q2 2021 and held it in 11 quarters. The position peaked at $488K in Q2 2021. 111 funds tracked by Wall St. Rank hold PLL as of Q4 2024.

Commonwealth Equity Services reported no remaining Piedmont Lithium position as of Q4 2024 after selling out during the quarter.
Commonwealth Equity Services sold 11,844 Piedmont Lithium shares in Q4 2024, an estimated $106K.
Commonwealth Equity Services first reported a position in Piedmont Lithium in Q2 2021 and held it in 11 quarters.
Commonwealth Equity Services's Piedmont Lithium position peaked at $488K in Q2 2021.
111 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.