VNA
PLL

Valley National Advisers’s Piedmont Lithium PLL Stock Holding History

Valley National Advisers’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
2024
Q1 		– Sell
-152
Closed -$4K – 1276
2023
Q4 		$4K Buy
152
+137
+913% +$4.02K ﹤0.01% 838
2023
Q3 		$1K Buy
15
+3
+25% +$146 ﹤0.01% 993
2023
Q2 		$1K Hold
12
– – ﹤0.01% 925
2023
Q1 		$1K Hold
12
– – ﹤0.01% 843
2022
Q4 		$0 Buy
+12
New +$665 ﹤0.01% 950

Other funds holding PLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Valley National Advisers's PLL Position: Q1 2024 in Review

Valley National Advisers sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 152 shares — an estimated $4K sold.

Valley National Advisers first reported a position in PLL in Q4 2022 and held it in 5 quarters. The position peaked at $4K in Q4 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

  • Valley National Advisers reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 152 Piedmont Lithium shares in Q1 2024, an estimated $4K.
  • Valley National Advisers first reported a position in Piedmont Lithium in Q4 2022 and held it in 5 quarters.
  • Valley National Advisers's Piedmont Lithium position peaked at $4K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.