Opal Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-539	Closed	-$5.38K	–	911
2024 Q2	$5.38K	Buy	+539	New	+$6.88K	﹤0.01%	788

Other funds holding PLL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Opal Wealth Advisors's PLL Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Piedmont Lithium (PLL) in Q3 2024, closing a stake of 539 shares — an estimated $5.38K sold.

Opal Wealth Advisors first reported a position in PLL in Q2 2024 and held it in 1 quarter. The position peaked at $5.38K in Q2 2024. 107 funds tracked by Wall St. Rank hold PLL as of Q3 2024.

Opal Wealth Advisors reported no remaining Piedmont Lithium position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 539 Piedmont Lithium shares in Q3 2024, an estimated $5.38K.
Opal Wealth Advisors first reported a position in Piedmont Lithium in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Piedmont Lithium position peaked at $5.38K in Q2 2024.
107 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.