TFP
PLL

Tilia Fiduciary Partners’s Piedmont Lithium PLL Stock Holding History

Tilia Fiduciary Partners’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
Q4 		– Sell
-90
Closed -$5K – 528
2022
Q3 		$5K Hold
90
– – 0.01% 425
2022
Q2 		$3K Hold
90
– – ﹤0.01% 476
2022
Q1 		$7K Hold
90
– – 0.01% 426
2021
Q4 		$5K Buy
+90
New +$5.27K ﹤0.01% 479

Other funds holding PLL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tilia Fiduciary Partners's PLL Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of Piedmont Lithium (PLL) in Q4 2022, closing a stake of 90 shares — an estimated $5K sold.

Tilia Fiduciary Partners first reported a position in PLL in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 158 funds tracked by Wall St. Rank hold PLL as of Q4 2022.

  • Tilia Fiduciary Partners reported no remaining Piedmont Lithium position as of Q4 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 90 Piedmont Lithium shares in Q4 2022, an estimated $5K.
  • Tilia Fiduciary Partners first reported a position in Piedmont Lithium in Q4 2021 and held it in 4 quarters.
  • Tilia Fiduciary Partners's Piedmont Lithium position peaked at $7K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.