FA
PLL

Fiduciary Alliance’s Piedmont Lithium PLL Stock Holding History

Fiduciary Alliance’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
-350
Closed -$20.2K – 725
2023
Q2 		$20.2K Buy
+350
New +$20K ﹤0.01% 451
2023
Q1 		– Sell
-250
Closed -$11K – 662
2022
Q4 		$11K Buy
+250
New +$13.9K ﹤0.01% 391

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Alliance's PLL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 350 shares — an estimated $20.2K sold.

Fiduciary Alliance first reported a position in PLL in Q4 2022 and held it in 2 quarters. The position peaked at $20.2K in Q2 2023. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 350 Piedmont Lithium shares in Q3 2023, an estimated $20.2K.
  • Fiduciary Alliance first reported a position in Piedmont Lithium in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Piedmont Lithium position peaked at $20.2K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.