Williams Jones Wealth Management’s Piedmont Lithium PLL Stock Holding History

Williams Jones 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
2023 Q2	–	Sell	-23,352	Closed	-$1.4M	–	554
2023 Q1	$1.4M	Buy	23,352 +187	+0.8%	+$11.3K	0.02%	232
2022 Q4	$1.02M	Buy	23,165 +1,445	+7%	+$80.1K	0.02%	266
2022 Q3	$1.16M	Buy	21,720 +10,775	+98%	+$554K	0.02%	248
2022 Q2	$399K	Sell	10,945 -14,049	-56%	-$832K	0.01%	400
2022 Q1	$1.82M	Sell	24,994 -5,470	-18%	-$307K	0.03%	207
2021 Q4	$1.6M	Buy	30,464 +3,226	+12%	+$189K	0.02%	219
2021 Q3	$1.48M	Buy	27,238 +2,722	+11%	+$158K	0.02%	215
2021 Q2	$1.92M	Buy	+24,516	New	+$1.66M	0.03%	199

Other funds holding PLL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Williams Jones Wealth Management's PLL Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of Piedmont Lithium (PLL) in Q2 2023, closing a stake of 23,352 shares — an estimated $1.4M sold.

Williams Jones Wealth Management first reported a position in PLL in Q2 2021 and held it in 8 quarters. The position peaked at $1.92M in Q2 2021. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

Williams Jones Wealth Management reported no remaining Piedmont Lithium position as of Q2 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 23,352 Piedmont Lithium shares in Q2 2023, an estimated $1.4M.
Williams Jones Wealth Management first reported a position in Piedmont Lithium in Q2 2021 and held it in 8 quarters.
Williams Jones Wealth Management's Piedmont Lithium position peaked at $1.92M in Q2 2021.
169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.