DWM
LTHM

Dakota Wealth Management’s Livent Corporation LTHM Stock Holding History

Dakota 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
Q4 		– Sell
-12,121
Closed -$223K – 718
2023
Q3 		$223K Buy
+12,121
New +$277K 0.01% 569
2023
Q1 		– Sell
-16,226
Closed -$322K – 658
2022
Q4 		$322K Buy
16,226
+3,900
+32% +$107K 0.02% 432
2022
Q3 		$378K Buy
+12,326
New +$345K 0.03% 387

Other funds holding LTHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dakota Wealth Management's LTHM Position: Q4 2023 in Review

Dakota Wealth Management sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 12,121 shares — an estimated $223K sold.

Dakota Wealth Management first reported a position in LTHM in Q3 2022 and held it in 3 quarters. The position peaked at $378K in Q3 2022. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

  • Dakota Wealth Management reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 12,121 Livent Corporation shares in Q4 2023, an estimated $223K.
  • Dakota Wealth Management first reported a position in Livent Corporation in Q3 2022 and held it in 3 quarters.
  • Dakota Wealth Management's Livent Corporation position peaked at $378K in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.