Bartlett & Co Wealth Management’s Livent Corporation LTHM Stock Holding History

Bartlett & Co 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
2024 Q1	–	Sell	-52,025	Closed	-$966K	–	1228
2023 Q4	$966K	Sell	52,025 -4,000	-7%	-$62.3K	0.02%	279
2023 Q3	$1.03M	Sell	56,025 -2,800	-5%	-$64.1K	0.02%	259
2023 Q2	$1.61M	Buy	+58,825	New	+$1.41M	0.03%	218
2022 Q2	–	Sell	-3	Closed	-$78	–	1328
2022 Q1	$78	Buy	+3	New	+$70	﹤0.01%	1062
2019 Q3	–	Sell	-5,845	Closed	-$40.4K	–	951
2019 Q2	$40.4K	Hold	5,845	–	–	﹤0.01%	462
2019 Q1	$71.8K	Buy	+5,845	New	+$76.2K	﹤0.01%	364

Other funds holding LTHM

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Bartlett & Co Wealth Management's LTHM Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 52,025 shares — an estimated $966K sold.

Bartlett & Co Wealth Management first reported a position in LTHM in Q1 2019 and held it in 6 quarters. The position peaked at $1.61M in Q2 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 52,025 Livent Corporation shares in Q1 2024, an estimated $966K.
Bartlett & Co Wealth Management first reported a position in Livent Corporation in Q1 2019 and held it in 6 quarters.
Bartlett & Co Wealth Management's Livent Corporation position peaked at $1.61M in Q2 2023.
6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.