BFA
LTHM

Bragg Financial Advisors’s Livent Corporation LTHM Stock Holding History

Bragg Financial Advisors’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
-535,787
Closed -$9.63M – 322
2023
Q4 		$9.63M Buy
535,787
+105,610
+25% +$1.65M 0.46% 88
2023
Q3 		$7.92M Buy
430,177
+190,622
+80% +$4.36M 0.42% 96
2023
Q2 		$6.57M Buy
239,555
+180
+0.1% +$4.32K 0.36% 104
2023
Q1 		$5.2M Buy
239,375
+44
+0% +$1.02K 0.31% 113
2022
Q4 		$4.76M Buy
239,331
+50,608
+27% +$1.38M 0.29% 112
2022
Q3 		$5.78M Sell
188,723
-1,748
-0.9% -$49K 0.4% 99
2022
Q2 		$4.32M Sell
190,471
-1,545
-0.8% -$39.8K 0.29% 118
2022
Q1 		$5.01M Buy
192,016
+477
+0.2% +$11.1K 0.29% 113
2021
Q4 		$4.43M Hold
191,539
– – 0.28% 114
2021
Q3 		$4.43M Sell
191,539
-421
-0.2% -$9.45K 0.28% 114
2021
Q2 		$3.72M Sell
191,960
-56,445
-23% -$1.03M 0.24% 121
2021
Q1 		$4.3M Buy
248,405
+79,645
+47% +$1.56M 0.29% 115
2020
Q4 		$3.18M Buy
168,760
+830
+0.5% +$11.6K 0.28% 111
2020
Q3 		$1.51M Sell
167,930
-584
-0.3% -$4.39K 0.15% 139
2020
Q2 		$1.04M Buy
168,514
+12,285
+8% +$77.4K 0.12% 152
2020
Q1 		$820K Buy
156,229
+44,731
+40% +$376K 0.11% 157
2019
Q4 		$953K Buy
111,498
+1,000
+0.9% +$7.65K 0.11% 160
2019
Q3 		$739K Buy
110,498
+1,440
+1% +$9.68K 0.09% 170
2019
Q2 		$755K Buy
+109,058
New +$980K 0.09% 171

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
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

Bragg Financial Advisors's LTHM Position: Q1 2024 in Review

Bragg Financial Advisors sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 535,787 shares — an estimated $9.63M sold.

Bragg Financial Advisors first reported a position in LTHM in Q2 2019 and held it in 19 quarters. The position peaked at $9.63M in Q4 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Bragg Financial Advisors reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Bragg Financial Advisors sold 535,787 Livent Corporation shares in Q1 2024, an estimated $9.63M.
  • Bragg Financial Advisors first reported a position in Livent Corporation in Q2 2019 and held it in 19 quarters.
  • Bragg Financial Advisors's Livent Corporation position peaked at $9.63M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Bragg Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.