MTWM
PLL

Masso Torrence Wealth Management’s Piedmont Lithium PLL Stock Holding History

Masso Torrence 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
2022
Q1 		– Sell
-30
Closed -$2K – 279
2021
Q4 		$2K Buy
+30
New +$1.76K ﹤0.01% 361

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

Masso Torrence Wealth Management's PLL Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Piedmont Lithium (PLL) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Masso Torrence Wealth Management first reported a position in PLL in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 137 funds tracked by Wall St. Rank hold PLL as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Piedmont Lithium position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 30 Piedmont Lithium shares in Q1 2022, an estimated $2K.
  • Masso Torrence Wealth Management first reported a position in Piedmont Lithium in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Piedmont Lithium position peaked at $2K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.