Geneos Wealth Management’s Piedmont Lithium Limited American Depositary Receipts PLLL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-50
Closed -$3K 3213
2021
Q1
$3K Hold
50
﹤0.01% 2858
2020
Q4
$3K Buy
+50
New +$3K ﹤0.01% 2669

Geneos Wealth Management's PLLL Position: Q2 2021 in Review

Geneos Wealth Management sold out of Piedmont Lithium Limited American Depositary Receipts (PLLL) in Q2 2021, closing a stake of 50 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in PLLL in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 0 funds tracked by Wall St. Rank hold PLLL as of Q2 2021.

  • Geneos Wealth Management reported no remaining Piedmont Lithium Limited American Depositary Receipts position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Piedmont Lithium Limited American Depositary Receipts shares in Q2 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in Piedmont Lithium Limited American Depositary Receipts in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Piedmont Lithium Limited American Depositary Receipts position peaked at $3K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Piedmont Lithium Limited American Depositary Receipts as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.