PFGIA
SLI

Patriot Financial Group Insurance Agency’s Standard Lithium SLI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed – – 1711
2022
Q2 		$0 Hold
100
– – ﹤0.01% 2158
2022
Q1 		$1K Hold
100
– – ﹤0.01% 1974
2021
Q4 		$1K Buy
+100
New +$979 ﹤0.01% 2076

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SLI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Standard Lithium (SLI) in Q3 2022, closing a stake of 100 shares.

Patriot Financial Group Insurance Agency first reported a position in SLI in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 85 funds tracked by Wall St. Rank hold SLI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Standard Lithium position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Standard Lithium shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Standard Lithium in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Standard Lithium position peaked at $1K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.