HF
LTHM

Halpern Financial’s Livent Corporation LTHM Stock Holding History

Halpern Financial’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
Q3 		– Sell
-179
Closed -$4.91K – 267
2023
Q2 		$4.91K Buy
+179
New +$4.29K ﹤0.01% 219

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's LTHM Position: Q3 2023 in Review

Halpern Financial sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 179 shares — an estimated $4.91K sold.

Halpern Financial first reported a position in LTHM in Q2 2023 and held it in 1 quarter. The position peaked at $4.91K in Q2 2023. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

  • Halpern Financial reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 179 Livent Corporation shares in Q3 2023, an estimated $4.91K.
  • Halpern Financial first reported a position in Livent Corporation in Q2 2023 and held it in 1 quarter.
  • Halpern Financial's Livent Corporation position peaked at $4.91K in Q2 2023.
  • 416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.