GoalVest Advisory’s Livent Corporation LTHM Stock Holding History

GoalVest Advisory’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	-1,134	Closed	-$20.9K	–	514
2023 Q3	$20.9K	Sell	1,134 -366	-24%	-$8.38K	0.01%	214
2023 Q2	$41.1K	Hold	1,500	–	–	0.02%	153
2023 Q1	$32.6K	Hold	1,500	–	–	0.02%	136
2022 Q4	$29.8K	Hold	1,500	–	–	0.02%	139
2022 Q3	$46K	Hold	1,500	–	–	0.03%	116
2022 Q2	$33K	Hold	1,500	–	–	0.02%	185
2022 Q1	$39K	Buy	+1,500	New	+$35K	0.02%	169
2021 Q2	$485K	Sell	25,035 -21,306	-46%	-$387K	0.3%	87
2021 Q1	$803K	Buy	46,341 +2,125	+5%	+$41.7K	0.6%	54
2020 Q4	$833K	Buy	+44,216	New	+$617K	0.7%	45

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

Millennium Management New York $240B AUM 35.51% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GoalVest Advisory's LTHM Position: Q4 2023 in Review

GoalVest Advisory sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 1,134 shares — an estimated $20.9K sold.

GoalVest Advisory first reported a position in LTHM in Q4 2020 and held it in 10 quarters. The position peaked at $833K in Q4 2020. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

GoalVest Advisory reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 1,134 Livent Corporation shares in Q4 2023, an estimated $20.9K.
GoalVest Advisory first reported a position in Livent Corporation in Q4 2020 and held it in 10 quarters.
GoalVest Advisory's Livent Corporation position peaked at $833K in Q4 2020.
382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.