HGERS
PLL

Householder Group Estate & Retirement Specialist’s Piedmont Lithium PLL Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
90
-572
-86% -$6.71K ﹤0.01% 1006
2024
Q3 		$5K Sell
662
-1,309
-66% -$11.8K ﹤0.01% 939
2024
Q2 		$19K Sell
1,971
-82
-4% -$1.05K 0.01% 687
2024
Q1 		$27.3K Sell
2,053
-161
-7% -$2.58K 0.01% 594
2023
Q4 		$62K Buy
2,214
+237
+12% +$6.96K 0.02% 420
2023
Q3 		$78.5K Buy
+1,977
New +$96K 0.03% 363
2023
Q1 		$108K Hold
1,801
– – 0.04% 289
2022
Q4 		$79K Hold
1,801
– – 0.12% 86
2022
Q3 		$96K Buy
+1,801
New +$92.7K 0.04% 281

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PLL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Piedmont Lithium (PLL) stake by 86% in Q4 2024, selling an estimated $6.71K and leaving 90 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Householder Group Estate & Retirement Specialist first reported a position in PLL in Q3 2022 and has held it in 9 quarters since. The position peaked at $108K in Q1 2023. 111 funds tracked by Wall St. Rank hold PLL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 90 shares of Piedmont Lithium worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 572 Piedmont Lithium shares in Q4 2024, an estimated $6.71K.
  • Piedmont Lithium made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1006 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Piedmont Lithium in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Piedmont Lithium position peaked at $108K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.