FFWA
PLL

FRG Family Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

FRG Family Wealth Advisors’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
2024
Q2 		– Sell
-600
Closed -$7.35K – 288
2024
Q1 		$7.35K Buy
+600
New +$9.63K ﹤0.01% 283

Other funds holding PLL

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

FRG Family Wealth Advisors's PLL Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Piedmont Lithium (PLL) in Q2 2024, closing a stake of 600 shares — an estimated $7.35K sold.

FRG Family Wealth Advisors first reported a position in PLL in Q1 2024 and held it in 1 quarter. The position peaked at $7.35K in Q1 2024. 122 funds tracked by Wall St. Rank hold PLL as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Piedmont Lithium position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 600 Piedmont Lithium shares in Q2 2024, an estimated $7.35K.
  • FRG Family Wealth Advisors first reported a position in Piedmont Lithium in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Piedmont Lithium position peaked at $7.35K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.