GFWA
LTHM

Grey Fox Wealth Advisors’s Livent Corporation LTHM Stock Holding History

Grey Fox Wealth 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
2023
Q1 		– Sell
-94
Closed -$1.87K – 558
2022
Q4 		$1.87K Buy
+94
New +$2.57K ﹤0.01% 344

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grey Fox Wealth Advisors's LTHM Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of Livent Corporation (LTHM) in Q1 2023, closing a stake of 94 shares — an estimated $1.87K sold.

Grey Fox Wealth Advisors first reported a position in LTHM in Q4 2022 and held it in 1 quarter. The position peaked at $1.87K in Q4 2022. 426 funds tracked by Wall St. Rank hold LTHM as of Q1 2023.

  • Grey Fox Wealth Advisors reported no remaining Livent Corporation position as of Q1 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 94 Livent Corporation shares in Q1 2023, an estimated $1.87K.
  • Grey Fox Wealth Advisors first reported a position in Livent Corporation in Q4 2022 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Livent Corporation position peaked at $1.87K in Q4 2022.
  • 426 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.