IGWM
PLL

ICA Group Wealth Management’s Piedmont Lithium PLL Stock Holding History

ICA Group Wealth Management’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
-1,000
Closed -$13.3K – 1176
2024
Q1 		$13.3K Hold
1,000
– – ﹤0.01% 841
2023
Q4 		$28.2K Buy
+1,000
New +$29.4K 0.01% 640
2023
Q3 		– Sell
-1,000
Closed -$57.7K – 945
2023
Q2 		$57.7K Hold
1,000
– – 0.01% 464
2023
Q1 		$60K Hold
1,000
– – 0.01% 445
2022
Q4 		$44K Buy
+1,000
New +$55.4K 0.01% 542

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

ICA Group Wealth Management's PLL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Piedmont Lithium (PLL) in Q2 2024, closing a stake of 1,000 shares — an estimated $13.3K sold.

ICA Group Wealth Management first reported a position in PLL in Q4 2022 and held it in 5 quarters. The position peaked at $60K in Q1 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Piedmont Lithium position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,000 Piedmont Lithium shares in Q2 2024, an estimated $13.3K.
  • ICA Group Wealth Management first reported a position in Piedmont Lithium in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Piedmont Lithium position peaked at $60K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.