CPG
PLL

Cornerstone Planning Group’s Piedmont Lithium PLL Stock Holding History

Cornerstone Planning 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
2025
Q1 		– Sell
-82
Closed -$727 – 1656
2024
Q4 		$727 Sell
82
-64
-44% -$751 ﹤0.01% 1035
2024
Q3 		$1.94K Buy
146
+73
+100% +$659 ﹤0.01% 779
2024
Q2 		$665 Buy
73
+24
+49% +$307 ﹤0.01% 1033
2024
Q1 		$654 Buy
+49
New +$786 ﹤0.01% 865

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cornerstone Planning Group's PLL Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 82 shares — an estimated $727 sold.

Cornerstone Planning Group first reported a position in PLL in Q1 2024 and held it in 4 quarters. The position peaked at $1.94K in Q3 2024. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 82 Piedmont Lithium shares in Q1 2025, an estimated $727.
  • Cornerstone Planning Group first reported a position in Piedmont Lithium in Q1 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Piedmont Lithium position peaked at $1.94K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.