Creative Planning
LTHM

Creative Planning’s Livent Corporation LTHM Stock Holding History

Creative Planning’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
-16,192
Closed -$291K – 3045
2023
Q4 		$291K Buy
16,192
+4,271
+36% +$66.5K ﹤0.01% 2104
2023
Q3 		$219K Sell
11,921
-2,666
-18% -$61K ﹤0.01% 2173
2023
Q2 		$400K Buy
14,587
+89
+0.6% +$2.13K ﹤0.01% 1702
2023
Q1 		$315K Buy
14,498
+3,747
+35% +$86.6K ﹤0.01% 1785
2022
Q4 		$214K Sell
10,751
-3,999
-27% -$109K ﹤0.01% 1982
2022
Q3 		$452K Buy
14,750
+4,334
+42% +$121K ﹤0.01% 1397
2022
Q2 		$236K Buy
10,416
+1,460
+16% +$37.6K ﹤0.01% 1777
2022
Q1 		$233K Sell
8,956
-2,325
-21% -$54.2K ﹤0.01% 1802
2021
Q4 		$275K Buy
11,281
+67
+0.6% +$1.82K ﹤0.01% 1681
2021
Q3 		$259K Sell
11,214
-519
-4% -$11.6K ﹤0.01% 1683
2021
Q2 		$227K Sell
11,733
-7,785
-40% -$142K ﹤0.01% 1740
2021
Q1 		$338K Sell
19,518
-12,509
-39% -$245K ﹤0.01% 1721
2020
Q4 		$603K Buy
+32,027
New +$447K ﹤0.01% 1205

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

Creative Planning's LTHM Position: Q1 2024 in Review

Creative Planning sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 16,192 shares — an estimated $291K sold.

Creative Planning first reported a position in LTHM in Q4 2020 and held it in 13 quarters. The position peaked at $603K in Q4 2020. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Creative Planning reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 16,192 Livent Corporation shares in Q1 2024, an estimated $291K.
  • Creative Planning first reported a position in Livent Corporation in Q4 2020 and held it in 13 quarters.
  • Creative Planning's Livent Corporation position peaked at $603K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.