TFS
PLL

TrustCore Financial Services’s Piedmont Lithium PLL Stock Holding History

TrustCore Financial Services’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 		$12.2K Hold
277
– – ﹤0.01% 688
2022
Q3 		$15K Buy
+277
New +$14.3K ﹤0.01% 668

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 $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TrustCore Financial Services's PLL Position: Q4 2022 in Review

TrustCore Financial Services held its Piedmont Lithium (PLL) position steady in Q4 2022 at 277 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

TrustCore Financial Services first reported a position in PLL in Q3 2022 and has held it in 2 quarters since. The position peaked at $15K in Q3 2022. 158 funds tracked by Wall St. Rank hold PLL as of Q4 2022.

  • TrustCore Financial Services held 277 shares of Piedmont Lithium worth $12.2K as of Q4 2022.
  • TrustCore Financial Services left its Piedmont Lithium share count unchanged in Q4 2022.
  • Piedmont Lithium made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #688 holding.
  • TrustCore Financial Services first reported a position in Piedmont Lithium in Q3 2022 and has held it in 2 quarters since.
  • TrustCore Financial Services's Piedmont Lithium position peaked at $15K in Q3 2022.
  • 158 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.