AWM
LTHM

AE Wealth Management’s Livent Corporation LTHM Stock Holding History

AE Wealth Management’s Portfolio LTHM Stock Details LTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,668
Closed -$233K – 2216
2023
Q3 		$233K Buy
12,668
+596
+5% +$13.6K ﹤0.01% 1717
2023
Q2 		$331K Sell
12,072
-2,899
-19% -$69.5K ﹤0.01% 1568
2023
Q1 		$325K Buy
14,971
+943
+7% +$21.8K ﹤0.01% 1514
2022
Q4 		$279K Sell
14,028
-19,309
-58% -$528K ﹤0.01% 1534
2022
Q3 		$1.02M Buy
33,337
+19,859
+147% +$557K 0.01% 930
2022
Q2 		$306K Sell
13,478
-23,143
-63% -$596K ﹤0.01% 1431
2022
Q1 		$955K Buy
36,621
+23,360
+176% +$545K 0.01% 934
2021
Q4 		$323K Buy
13,261
+1,299
+11% +$35.3K ﹤0.01% 1418
2021
Q3 		$276K Buy
11,962
+895
+8% +$20.1K ﹤0.01% 1396
2021
Q2 		$214K Buy
11,067
+630
+6% +$11.5K ﹤0.01% 1481
2021
Q1 		$181K Buy
+10,437
New +$205K ﹤0.01% 1415

Other funds holding LTHM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's LTHM Position: Q4 2023 in Review

AE Wealth Management sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 12,668 shares — an estimated $233K sold.

AE Wealth Management first reported a position in LTHM in Q1 2021 and held it in 11 quarters. The position peaked at $1.02M in Q3 2022. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

  • AE Wealth Management reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,668 Livent Corporation shares in Q4 2023, an estimated $233K.
  • AE Wealth Management first reported a position in Livent Corporation in Q1 2021 and held it in 11 quarters.
  • AE Wealth Management's Livent Corporation position peaked at $1.02M in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.