PFG
PLL

Piershale Financial Group’s Piedmont Lithium PLL Stock Holding History

Piershale Financial 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
2023
Q2 		$1.96K Hold
34
– – ﹤0.01% 223
2023
Q1 		$2.04K Hold
34
– – ﹤0.01% 240
2022
Q4 		$1.5K Buy
+34
New +$1.89K ﹤0.01% 261

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Piershale Financial Group's PLL Position: Q2 2023 in Review

Piershale Financial Group held its Piedmont Lithium (PLL) position steady in Q2 2023 at 34 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Piershale Financial Group first reported a position in PLL in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.04K in Q1 2023. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

  • Piershale Financial Group held 34 shares of Piedmont Lithium worth $1.96K as of Q2 2023.
  • Piershale Financial Group left its Piedmont Lithium share count unchanged in Q2 2023.
  • Piedmont Lithium made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #223 holding.
  • Piershale Financial Group first reported a position in Piedmont Lithium in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Piedmont Lithium position peaked at $2.04K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.