WLPWM
PLL

Walled Lake Planning & Wealth Management’s Piedmont Lithium PLL Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-75
Closed -$4K – 260
2021
Q3 		$4K Buy
+75
New +$4.36K ﹤0.01% 294

Other funds holding PLL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PLL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Piedmont Lithium (PLL) in Q4 2021, closing a stake of 75 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in PLL in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 117 funds tracked by Wall St. Rank hold PLL as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Piedmont Lithium position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 75 Piedmont Lithium shares in Q4 2021, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Piedmont Lithium in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Piedmont Lithium position peaked at $4K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.