Creative Financial Designs’s Piedmont Lithium PLL Stock Holding History

Creative Financial Designs’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	-150	Closed	-$1.31K	–	2110
2024 Q4	$1.31K	Hold	150	–	–	﹤0.01%	1665
2024 Q3	$1.34K	Hold	150	–	–	﹤0.01%	1563
2024 Q2	$1.5K	Sell	150 -150	-50%	-$1.92K	﹤0.01%	1512
2024 Q1	$4K	Sell	300 -1,270	-81%	-$20.4K	﹤0.01%	1362
2023 Q4	$44.3K	Hold	1,570	–	–	﹤0.01%	720
2023 Q3	$62.3K	Hold	1,570	–	–	0.01%	581
2023 Q2	$90.6K	Sell	1,570 -200	-11%	-$11.4K	0.01%	510
2023 Q1	$106K	Buy	1,770 +100	+6%	+$6.07K	0.01%	454
2022 Q4	$73.5K	Hold	1,670	–	–	0.01%	507
2022 Q3	$89K	Buy	1,670 +250	+18%	+$12.9K	0.01%	457
2022 Q2	$52K	Sell	1,420 -100	-7%	-$5.92K	0.01%	538
2022 Q1	$111K	Hold	1,520	–	–	0.02%	416
2021 Q4	$80K	Buy	1,520 +100	+7%	+$5.85K	0.01%	480
2021 Q3	$77K	Buy	+1,420	New	+$82.5K	0.01%	505

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Financial Designs's PLL Position: Q1 2025 in Review

Creative Financial Designs sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 150 shares — an estimated $1.31K sold.

Creative Financial Designs first reported a position in PLL in Q3 2021 and held it in 14 quarters. The position peaked at $111K in Q1 2022. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

Creative Financial Designs reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 150 Piedmont Lithium shares in Q1 2025, an estimated $1.31K.
Creative Financial Designs first reported a position in Piedmont Lithium in Q3 2021 and held it in 14 quarters.
Creative Financial Designs's Piedmont Lithium position peaked at $111K in Q1 2022.
101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.