Evermay Wealth Management’s Livent Corporation LTHM Stock Holding History

Evermay 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	–	Sell	-264	Closed	-$5.74K	–	572
2023 Q1	$5.74K	Hold	264	–	–	﹤0.01%	452
2022 Q4	$5.25K	Hold	264	–	–	﹤0.01%	454
2022 Q3	$8K	Hold	264	–	–	﹤0.01%	424
2022 Q2	$6K	Hold	264	–	–	﹤0.01%	434
2022 Q1	$7K	Hold	264	–	–	﹤0.01%	443
2021 Q4	$6K	Hold	264	–	–	﹤0.01%	444
2021 Q3	$6K	Buy	+264	New	+$5.92K	﹤0.01%	412

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 $299B AUM 28.69% 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

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

Evermay Wealth Management sold out of Livent Corporation (LTHM) in Q2 2023, closing a stake of 264 shares — an estimated $5.74K sold.

Evermay Wealth Management first reported a position in LTHM in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2022. 442 funds tracked by Wall St. Rank hold LTHM as of Q2 2023.

Evermay Wealth Management reported no remaining Livent Corporation position as of Q2 2023 after selling out during the quarter.
Evermay Wealth Management sold 264 Livent Corporation shares in Q2 2023, an estimated $5.74K.
Evermay Wealth Management first reported a position in Livent Corporation in Q3 2021 and held it in 7 quarters.
Evermay Wealth Management's Livent Corporation position peaked at $8K in Q3 2022.
442 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2023.

Based on Evermay Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.