Sheets Smith Wealth Management’s Piedmont Lithium PLL Stock Holding History

Sheets Smith Wealth Management’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 Q3	–	Sell	-4,840	Closed	-$279K	–	496
2023 Q2	$279K	Sell	4,840 -1,597	-25%	-$91.4K	0.04%	283
2023 Q1	$387K	Hold	6,437	–	–	0.06%	231
2022 Q4	$283K	Hold	6,437	–	–	0.04%	260
2022 Q3	$344K	Hold	6,437	–	–	0.06%	228
2022 Q2	$234K	Buy	6,437 +1,842	+40%	+$109K	0.04%	270
2022 Q1	$335K	Buy	+4,595	New	+$258K	0.05%	263

Other funds holding PLL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's PLL Position: Q3 2023 in Review

Sheets Smith Wealth Management sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 4,840 shares — an estimated $279K sold.

Sheets Smith Wealth Management first reported a position in PLL in Q1 2022 and held it in 6 quarters. The position peaked at $387K in Q1 2023. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

Sheets Smith Wealth Management reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,840 Piedmont Lithium shares in Q3 2023, an estimated $279K.
Sheets Smith Wealth Management first reported a position in Piedmont Lithium in Q1 2022 and held it in 6 quarters.
Sheets Smith Wealth Management's Piedmont Lithium position peaked at $387K in Q1 2023.
144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.