Envestnet Asset Management’s Piedmont Lithium PLL Stock Holding History

Envestnet Asset Management’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 Q3	–	Sell	-7,644	Closed	-$441K	–	4129
2023 Q2	$441K	Sell	7,644 -34	-0.4%	-$1.95K	﹤0.01%	3285
2023 Q1	$461K	Buy	+7,678	New	+$466K	﹤0.01%	3196
2022 Q2	–	Sell	-3,522	Closed	-$257K	–	4027
2022 Q1	$257K	Buy	+3,522	New	+$198K	﹤0.01%	3537
2021 Q3	–	Sell	-3,520	Closed	-$275K	–	3737
2021 Q2	$275K	Buy	+3,520	New	+$239K	﹤0.01%	3337

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

VanEck Associates New York $133B AUM 72.99% 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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Envestnet Asset Management's PLL Position: Q3 2023 in Review

Envestnet Asset Management sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 7,644 shares — an estimated $441K sold.

Envestnet Asset Management first reported a position in PLL in Q2 2021 and held it in 4 quarters. The position peaked at $461K in Q1 2023. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

Envestnet Asset Management reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 7,644 Piedmont Lithium shares in Q3 2023, an estimated $441K.
Envestnet Asset Management first reported a position in Piedmont Lithium in Q2 2021 and held it in 4 quarters.
Envestnet Asset Management's Piedmont Lithium position peaked at $461K in Q1 2023.
144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.