FFG
PLL

Fortem Financial Group’s Piedmont Lithium PLL Stock Holding History

Fortem Financial Group’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
2022
Q2 		– Sell
-3,200
Closed -$234K – 197
2022
Q1 		$234K Buy
+3,200
New +$180K 0.1% 153
2021
Q4 		– Sell
-5,650
Closed -$308K – 177
2021
Q3 		$308K Sell
5,650
-450
-7% -$26.2K 0.16% 138
2021
Q2 		$477K Buy
+6,100
New +$414K 0.24% 116

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
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fortem Financial Group's PLL Position: Q2 2022 in Review

Fortem Financial Group sold out of Piedmont Lithium (PLL) in Q2 2022, closing a stake of 3,200 shares — an estimated $234K sold.

Fortem Financial Group first reported a position in PLL in Q2 2021 and held it in 3 quarters. The position peaked at $477K in Q2 2021. 130 funds tracked by Wall St. Rank hold PLL as of Q2 2022.

  • Fortem Financial Group reported no remaining Piedmont Lithium position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 3,200 Piedmont Lithium shares in Q2 2022, an estimated $234K.
  • Fortem Financial Group first reported a position in Piedmont Lithium in Q2 2021 and held it in 3 quarters.
  • Fortem Financial Group's Piedmont Lithium position peaked at $477K in Q2 2021.
  • 130 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.