Spire Wealth Management’s Piedmont Lithium PLL Stock Holding History

Spire 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 Q4	–	Sell	-50	Closed	-$1.99K	–	2445
2023 Q3	$1.99K	Hold	50	–	–	﹤0.01%	2141
2023 Q2	$2.89K	Hold	50	–	–	﹤0.01%	2131
2023 Q1	$3K	Hold	50	–	–	﹤0.01%	2166
2022 Q4	$2K	Sell	50 -4,021	-99%	-$223K	﹤0.01%	2087
2022 Q3	$218K	Buy	+4,071	New	+$209K	0.01%	511

Other funds holding PLL

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

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Spire Wealth Management's PLL Position: Q4 2023 in Review

Spire Wealth Management sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 50 shares — an estimated $1.99K sold.

Spire Wealth Management first reported a position in PLL in Q3 2022 and held it in 5 quarters. The position peaked at $218K in Q3 2022. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Spire Wealth Management reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 50 Piedmont Lithium shares in Q4 2023, an estimated $1.99K.
Spire Wealth Management first reported a position in Piedmont Lithium in Q3 2022 and held it in 5 quarters.
Spire Wealth Management's Piedmont Lithium position peaked at $218K in Q3 2022.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.