RWPA
PLL

Richard W. Paul & Associates’s Piedmont Lithium PLL Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-80
Closed -$699 – 470
2024
Q4 		$699 Buy
+80
New +$939 ﹤0.01% 483

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Richard W. Paul & Associates's PLL Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 80 shares — an estimated $699 sold.

Richard W. Paul & Associates first reported a position in PLL in Q4 2024 and held it in 1 quarter. The position peaked at $699 in Q4 2024. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 80 Piedmont Lithium shares in Q1 2025, an estimated $699.
  • Richard W. Paul & Associates first reported a position in Piedmont Lithium in Q4 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's Piedmont Lithium position peaked at $699 in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.