LWM
PLL

Liberty Wealth Management’s Piedmont Lithium PLL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-25
Closed -$1K – 844
2021
Q3 		$1K Buy
+25
New +$1.45K ﹤0.01% 1135

Other funds holding PLL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's PLL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Piedmont Lithium (PLL) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in PLL in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 117 funds tracked by Wall St. Rank hold PLL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Piedmont Lithium position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 25 Piedmont Lithium shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Piedmont Lithium in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Piedmont Lithium position peaked at $1K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.