BerganKDV Wealth Management’s Livent Corporation LTHM Stock Holding History

BerganKDV 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 Q2	$1.32K	Sell	48 -1,690	-97%	-$40.5K	﹤0.01%	725
2023 Q1	$37.8K	Buy	+1,738	New	+$40.2K	﹤0.01%	427
2020 Q2	–	Sell	-38	Closed	–	–	1119
2020 Q1	$0	Hold	38	–	–	﹤0.01%	1016
2019 Q4	$0	Buy	+38	New	+$291	﹤0.01%	985
2019 Q3	–	Sell	-500	Closed	-$3K	–	758
2019 Q2	$3K	Hold	500	–	–	﹤0.01%	650
2019 Q1	$6K	Buy	+500	New	+$6.52K	﹤0.01%	583

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

BerganKDV Wealth Management's LTHM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Livent Corporation (LTHM) stake by 97% in Q2 2023, selling an estimated $40.5K and leaving 48 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

BerganKDV Wealth Management first reported a position in LTHM in Q1 2019 and has held it in 6 quarters since. The position peaked at $37.8K in Q1 2023. 442 funds tracked by Wall St. Rank hold LTHM as of Q2 2023.

BerganKDV Wealth Management held 48 shares of Livent Corporation worth $1.32K as of Q2 2023.
BerganKDV Wealth Management sold 1,690 Livent Corporation shares in Q2 2023, an estimated $40.5K.
Livent Corporation made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #725 holding.
BerganKDV Wealth Management first reported a position in Livent Corporation in Q1 2019 and has held it in 6 quarters since.
BerganKDV Wealth Management's Livent Corporation position peaked at $37.8K in Q1 2023.
442 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.