Corient Private Wealth
PLL

Corient Private Wealth’s Piedmont Lithium PLL Stock Holding History

Corient Private Wealth’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
-10,908
Closed -$97.4K – 2494
2024
Q3 		$97.4K Buy
10,908
+691
+7% +$6.24K ﹤0.01% 2335
2024
Q2 		$102K Hold
10,217
– – ﹤0.01% 2212
2024
Q1 		$136K Buy
10,217
+22
+0.2% +$353 ﹤0.01% 2148
2023
Q4 		$288K Buy
+10,195
New +$299K ﹤0.01% 1881

Other funds holding PLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's PLL Position: Q4 2024 in Review

Corient Private Wealth sold out of Piedmont Lithium (PLL) in Q4 2024, closing a stake of 10,908 shares — an estimated $97.4K sold.

Corient Private Wealth first reported a position in PLL in Q4 2023 and held it in 4 quarters. The position peaked at $288K in Q4 2023. 111 funds tracked by Wall St. Rank hold PLL as of Q4 2024.

  • Corient Private Wealth reported no remaining Piedmont Lithium position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,908 Piedmont Lithium shares in Q4 2024, an estimated $97.4K.
  • Corient Private Wealth first reported a position in Piedmont Lithium in Q4 2023 and held it in 4 quarters.
  • Corient Private Wealth's Piedmont Lithium position peaked at $288K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.