EverSource Wealth Advisors’s PolyMet Mining Corp. PLM Stock Holding History

EverSource Wealth Advisors’s Portfolio PLM Stock Details PLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,436	Closed	-$3.81K	–	2607
2022 Q4	$3.81K	Sell	1,436 -1,290	-47%	-$3.71K	﹤0.01%	1706
2022 Q3	$7K	Buy	2,726 +827	+44%	+$2.47K	﹤0.01%	1268
2022 Q2	$5K	Buy	1,899 +712	+60%	+$2.2K	﹤0.01%	1302
2022 Q1	$5K	Buy	1,187 +134	+13%	+$385	﹤0.01%	1304
2021 Q4	$3K	Buy	+1,053	New	+$3.21K	﹤0.01%	1491

Other funds holding PLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

EverSource Wealth Advisors's PLM Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of PolyMet Mining Corp. (PLM) in Q1 2023, closing a stake of 1,436 shares — an estimated $3.81K sold.

EverSource Wealth Advisors first reported a position in PLM in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 71 funds tracked by Wall St. Rank hold PLM as of Q1 2023.

EverSource Wealth Advisors reported no remaining PolyMet Mining Corp. position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 1,436 PolyMet Mining Corp. shares in Q1 2023, an estimated $3.81K.
EverSource Wealth Advisors first reported a position in PolyMet Mining Corp. in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's PolyMet Mining Corp. position peaked at $7K in Q3 2022.
71 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.