WCM
PLL

Whitener Capital Management’s Piedmont Lithium PLL Stock Holding History

Whitener Capital 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
2024
Q1 		– Sell
-7,725
Closed -$218K – 156
2023
Q4 		$218K Sell
7,725
-2,420
-24% -$71.1K 0.08% 133
2023
Q3 		$403K Buy
10,145
+2,840
+39% +$138K 0.16% 96
2023
Q2 		$422K Buy
+7,305
New +$418K 0.16% 97

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

Whitener Capital Management's PLL Position: Q1 2024 in Review

Whitener Capital Management sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 7,725 shares — an estimated $218K sold.

Whitener Capital Management first reported a position in PLL in Q2 2023 and held it in 3 quarters. The position peaked at $422K in Q2 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

  • Whitener Capital Management reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
  • Whitener Capital Management sold 7,725 Piedmont Lithium shares in Q1 2024, an estimated $218K.
  • Whitener Capital Management first reported a position in Piedmont Lithium in Q2 2023 and held it in 3 quarters.
  • Whitener Capital Management's Piedmont Lithium position peaked at $422K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Whitener Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.