Kestra Advisory Services’s Piedmont Lithium PLL Stock Holding History

Kestra Advisory Services’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
2023 Q4	–	Sell	-25,666	Closed	-$1.02M	–	2322
2023 Q3	$1.02M	Buy	+25,666	New	+$1.25M	0.01%	986

Other funds holding PLL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kestra Advisory Services's PLL Position: Q4 2023 in Review

Kestra Advisory Services sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 25,666 shares — an estimated $1.02M sold.

Kestra Advisory Services first reported a position in PLL in Q3 2023 and held it in 1 quarter. The position peaked at $1.02M in Q3 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Kestra Advisory Services reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Kestra Advisory Services sold 25,666 Piedmont Lithium shares in Q4 2023, an estimated $1.02M.
Kestra Advisory Services first reported a position in Piedmont Lithium in Q3 2023 and held it in 1 quarter.
Kestra Advisory Services's Piedmont Lithium position peaked at $1.02M in Q3 2023.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Kestra Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.