LWANC
PLL

Laurel Wealth Advisors (North Carolina)’s Piedmont Lithium PLL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q1 		– Sell
-100
Closed -$5K – 697
2021
Q4 		$5K Hold
100
– – ﹤0.01% 490
2021
Q3 		$5K Hold
100
– – ﹤0.01% 485
2021
Q2 		$8K Buy
+100
New +$6.78K ﹤0.01% 482

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PLL Position: Q1 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Piedmont Lithium (PLL) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PLL in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 137 funds tracked by Wall St. Rank hold PLL as of Q1 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Piedmont Lithium position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Piedmont Lithium shares in Q1 2022, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Piedmont Lithium in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Piedmont Lithium position peaked at $8K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 2 May 2022.