Security National Bank’s Piedmont Lithium PLL Stock Holding History

Security National Bank’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 Q1	–	Sell	-53	Closed	-$1.5K	–	310
2023 Q4	$1.5K	Buy	+53	New	+$1.56K	﹤0.01%	289

Other funds holding PLL

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Security National Bank's PLL Position: Q1 2024 in Review

Security National Bank sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 53 shares — an estimated $1.5K sold.

Security National Bank first reported a position in PLL in Q4 2023 and held it in 1 quarter. The position peaked at $1.5K in Q4 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

Security National Bank reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
Security National Bank sold 53 Piedmont Lithium shares in Q1 2024, an estimated $1.5K.
Security National Bank first reported a position in Piedmont Lithium in Q4 2023 and held it in 1 quarter.
Security National Bank's Piedmont Lithium position peaked at $1.5K in Q4 2023.
122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.