Avantax Advisory Services’s Livent Corporation LTHM Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-16,494	Closed	-$452K	–	1639
2023 Q2	$452K	Sell	16,494 -2,422	-13%	-$58.1K	0.01%	982
2023 Q1	$411K	Buy	18,916 +7,366	+64%	+$170K	0.01%	994
2022 Q4	$229K	Sell	11,550 -2,746	-19%	-$75.1K	﹤0.01%	1243
2022 Q3	$438K	Buy	+14,296	New	+$401K	0.01%	832
2022 Q2	–	Sell	-8,266	Closed	-$216K	–	1404
2022 Q1	$216K	Buy	+8,266	New	+$193K	﹤0.01%	1160

Other funds holding LTHM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's LTHM Position: Q3 2023 in Review

Avantax Advisory Services sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 16,494 shares — an estimated $452K sold.

Avantax Advisory Services first reported a position in LTHM in Q1 2022 and held it in 5 quarters. The position peaked at $452K in Q2 2023. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

Avantax Advisory Services reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 16,494 Livent Corporation shares in Q3 2023, an estimated $452K.
Avantax Advisory Services first reported a position in Livent Corporation in Q1 2022 and held it in 5 quarters.
Avantax Advisory Services's Livent Corporation position peaked at $452K in Q2 2023.
416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.