PFA
PLL

Pathway Financial Advisers’s Piedmont Lithium PLL Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-76
Closed -$3.35K – 550
2022
Q4 		$3.35K Buy
+76
New +$4.21K ﹤0.01% 510

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Pathway Financial Advisers's PLL Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Piedmont Lithium (PLL) in Q1 2023, closing a stake of 76 shares — an estimated $3.35K sold.

Pathway Financial Advisers first reported a position in PLL in Q4 2022 and held it in 1 quarter. The position peaked at $3.35K in Q4 2022. 162 funds tracked by Wall St. Rank hold PLL as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Piedmont Lithium position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 76 Piedmont Lithium shares in Q1 2023, an estimated $3.35K.
  • Pathway Financial Advisers first reported a position in Piedmont Lithium in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Piedmont Lithium position peaked at $3.35K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.