KWM
PLL

Kingsview Wealth Management’s Piedmont Lithium PLL Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-4,942
Closed -$285K – 989
2023
Q2 		$285K Hold
4,942
– – 0.01% 758
2023
Q1 		$297K Buy
4,942
+5
+0.1% +$303 0.01% 709
2022
Q4 		$217K Buy
4,937
+420
+9% +$23.3K 0.01% 764
2022
Q3 		$242K Buy
+4,517
New +$232K 0.01% 701

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's PLL Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 4,942 shares — an estimated $285K sold.

Kingsview Wealth Management first reported a position in PLL in Q3 2022 and held it in 4 quarters. The position peaked at $297K in Q1 2023. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,942 Piedmont Lithium shares in Q3 2023, an estimated $285K.
  • Kingsview Wealth Management first reported a position in Piedmont Lithium in Q3 2022 and held it in 4 quarters.
  • Kingsview Wealth Management's Piedmont Lithium position peaked at $297K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.