First Personal Financial Services’s Piedmont Lithium PLL Stock Holding History

First Personal Financial Services’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	-698	Closed	-$27.7K	–	396
2023 Q3	$27.7K	Sell	698 -107	-13%	-$5.2K	0.01%	241
2023 Q2	$46.5K	Buy	805 +166	+26%	+$9.5K	0.01%	211
2023 Q1	$38.4K	Buy	639 +69	+12%	+$4.19K	0.01%	227
2022 Q4	$25.1K	Sell	570 -45	-7%	-$2.5K	0.01%	272
2022 Q3	$33K	Buy	+615	New	+$31.6K	0.01%	243

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

First Personal Financial Services's PLL Position: Q4 2023 in Review

First Personal Financial Services sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 698 shares — an estimated $27.7K sold.

First Personal Financial Services first reported a position in PLL in Q3 2022 and held it in 5 quarters. The position peaked at $46.5K in Q2 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

First Personal Financial Services reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
First Personal Financial Services sold 698 Piedmont Lithium shares in Q4 2023, an estimated $27.7K.
First Personal Financial Services first reported a position in Piedmont Lithium in Q3 2022 and held it in 5 quarters.
First Personal Financial Services's Piedmont Lithium position peaked at $46.5K in Q2 2023.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.