LPL Financial
PLM

LPL Financial’s PolyMet Mining Corp. PLM Stock Holding History

LPL Financial’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,617
Closed -$36.6K – 4980
2023
Q3 		$36.6K Sell
17,617
-3,454
-16% -$7.14K ﹤0.01% 4554
2023
Q2 		$16.6K Sell
21,071
-18,112
-46% -$27.2K ﹤0.01% 4536
2023
Q1 		$84.2K Buy
39,183
+4,723
+14% +$11.7K ﹤0.01% 4237
2022
Q4 		$91.3K Sell
34,460
-80
-0.2% -$230 ﹤0.01% 4189
2022
Q3 		$99K Buy
34,540
+5,356
+18% +$16K ﹤0.01% 4112
2022
Q2 		$80K Buy
29,184
+1,356
+5% +$4.18K ﹤0.01% 4167
2022
Q1 		$117K Sell
27,828
-1,000
-3% -$2.87K ﹤0.01% 3953
2021
Q4 		$72K Sell
28,828
-5,400
-16% -$16.5K ﹤0.01% 4188
2021
Q3 		$104K Sell
34,228
-1,171
-3% -$3.9K ﹤0.01% 4136
2021
Q2 		$128K Sell
35,399
-17,150
-33% -$53.9K ﹤0.01% 4012
2021
Q1 		$166K Buy
52,549
+40,971
+354% +$159K ﹤0.01% 3823
2020
Q4 		$39K Buy
11,578
+1,333
+13% +$4.92K ﹤0.01% 3748
2020
Q3 		$37K Buy
10,245
+199
+2% +$819 ﹤0.01% 3462
2020
Q2 		$41K Buy
10,046
+156
+2% +$452 ﹤0.01% 3366
2020
Q1 		$23K Buy
9,890
+1,407
+17% +$3.87K ﹤0.01% 3141
2019
Q4 		$22K Sell
8,483
-1,462
-15% -$4.43K ﹤0.01% 3309
2019
Q3 		$32K Buy
9,945
+2,999
+43% +$11.2K ﹤0.01% 3231
2019
Q2 		$30K Sell
6,946
-800
-10% -$3.86K ﹤0.01% 3230
2019
Q1 		$52K Sell
7,746
-10,899
-58% -$79.5K ﹤0.01% 3118
2018
Q4 		$151K Buy
18,645
+6,934
+59% +$60.7K ﹤0.01% 2891
2018
Q3 		$119K Buy
11,711
+100
+0.9% +$870 ﹤0.01% 3109
2018
Q2 		$115K Buy
11,611
+673
+6% +$5.81K ﹤0.01% 3094
2018
Q1 		$95K Buy
10,938
+6,172
+130% +$67.9K ﹤0.01% 3084
2017
Q4 		$41K Sell
4,766
-230
-5% -$1.49K ﹤0.01% 2979
2017
Q3 		$30K Buy
4,996
+1,400
+39% +$8.9K ﹤0.01% 2833
2017
Q2 		$21K Buy
3,596
+210
+6% +$1.42K ﹤0.01% 2773
2017
Q1 		$26K Hold
3,386
– – ﹤0.01% 2672
2016
Q4 		$26K Sell
3,386
-1,925
-36% -$15.5K ﹤0.01% 2657
2016
Q3 		$42K Hold
5,311
– – ﹤0.01% 2584
2016
Q2 		$42K Sell
5,311
-5,311
-50% -$44.9K ﹤0.01% 2568
2016
Q1 		$89K Hold
10,622
– – ﹤0.01% 2953
2015
Q4 		$90K Buy
10,622
+5,386
+103% +$46.5K ﹤0.01% 3001
2015
Q3 		$42K Buy
5,236
+2,025
+63% +$18.6K ﹤0.01% 2727
2015
Q2 		$35K Hold
3,211
– – ﹤0.01% 2824
2015
Q1 		$41K Hold
3,211
– – ﹤0.01% 2733
2014
Q4 		$34K Hold
3,211
– – ﹤0.01% 2678
2014
Q3 		$35K Hold
3,211
– – ﹤0.01% 2657
2014
Q2 		$35K Buy
3,211
+825
+35% +$9.95K ﹤0.01% 2641
2014
Q1 		$33K Hold
2,386
– – ﹤0.01% 2607
2013
Q4 		$22K Buy
+2,386
New +$20.7K ﹤0.01% 2626

Other funds holding PLM

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

LPL Financial's PLM Position: Q4 2023 in Review

LPL Financial sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 17,617 shares — an estimated $36.6K sold.

LPL Financial first reported a position in PLM in Q4 2013 and held it in 40 quarters. The position peaked at $166K in Q1 2021. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.

  • LPL Financial reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 17,617 PolyMet Mining Corp. shares in Q4 2023, an estimated $36.6K.
  • LPL Financial first reported a position in PolyMet Mining Corp. in Q4 2013 and held it in 40 quarters.
  • LPL Financial's PolyMet Mining Corp. position peaked at $166K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.