Creative Planning’s Piedmont Lithium PLL Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-11	Closed	-$437	–	3011
2023 Q3	$437	Buy	+11	New	+$534	﹤0.01%	2853
2022 Q2	–	Sell	-200	Closed	-$15K	–	2472
2022 Q1	$15K	Buy	+200	New	+$11.2K	﹤0.01%	2167
2021 Q4	–	Sell	-4,258	Closed	-$232K	–	2188
2021 Q3	$232K	Buy	4,258 +233	+6%	+$13.5K	﹤0.01%	1768
2021 Q2	$315K	Buy	+4,025	New	+$273K	﹤0.01%	1538

Other funds holding PLL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Creative Planning's PLL Position: Q4 2023 in Review

Creative Planning sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 11 shares — an estimated $437 sold.

Creative Planning first reported a position in PLL in Q2 2021 and held it in 4 quarters. The position peaked at $315K in Q2 2021. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Creative Planning reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 11 Piedmont Lithium shares in Q4 2023, an estimated $437.
Creative Planning first reported a position in Piedmont Lithium in Q2 2021 and held it in 4 quarters.
Creative Planning's Piedmont Lithium position peaked at $315K in Q2 2021.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.