NFSG
PLL

Newbridge Financial Services Group’s Piedmont Lithium PLL Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-195
Closed -$15K – 1564
2021
Q2 		$15K Buy
+195
New +$13.2K 0.01% 860

Other funds holding PLL

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Axel Capital Management New York $47.4M AUM 2.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Newbridge Financial Services Group's PLL Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Piedmont Lithium (PLL) in Q3 2021, closing a stake of 195 shares — an estimated $15K sold.

Newbridge Financial Services Group first reported a position in PLL in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 110 funds tracked by Wall St. Rank hold PLL as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Piedmont Lithium position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 195 Piedmont Lithium shares in Q3 2021, an estimated $15K.
  • Newbridge Financial Services Group first reported a position in Piedmont Lithium in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Piedmont Lithium position peaked at $15K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.