WWMSC
PLL

Wagner Wealth Management (South Carolina)’s Piedmont Lithium PLL Stock Holding History

Wagner Wealth Management (South Carolina)’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
-519
Closed -$28K – 590
2022
Q3 		$28K Hold
519
– – 0.02% 264
2022
Q2 		$19K Buy
+519
New +$30.7K 0.02% 339
2022
Q1 		– Sell
-100
Closed -$5K – 544
2021
Q4 		$5K Hold
100
– – ﹤0.01% 572
2021
Q3 		$6K Hold
100
– – ﹤0.01% 526
2021
Q2 		$8K Buy
+100
New +$6.78K 0.01% 519

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 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

Wagner Wealth Management (South Carolina)'s PLL Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Piedmont Lithium (PLL) in Q4 2022, closing a stake of 519 shares — an estimated $28K sold.

Wagner Wealth Management (South Carolina) first reported a position in PLL in Q2 2021 and held it in 5 quarters. The position peaked at $28K in Q3 2022. 158 funds tracked by Wall St. Rank hold PLL as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Piedmont Lithium position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 519 Piedmont Lithium shares in Q4 2022, an estimated $28K.
  • Wagner Wealth Management (South Carolina) first reported a position in Piedmont Lithium in Q2 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Piedmont Lithium position peaked at $28K in Q3 2022.
  • 158 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.