SIAP
PLL

Sterling Investment Advisors (Pennsylvania)’s Piedmont Lithium PLL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q1 		– Sell
-100
Closed -$5K – 614
2021
Q4 		$5K Buy
+100
New +$5.85K ﹤0.01% 487

Other funds holding PLL

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PLL Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Piedmont Lithium (PLL) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PLL in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 137 funds tracked by Wall St. Rank hold PLL as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Piedmont Lithium position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Piedmont Lithium shares in Q1 2022, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Piedmont Lithium in Q4 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Piedmont Lithium position peaked at $5K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.