IWC
LTHM

Integrated Wealth Concepts’s Livent Corporation LTHM Stock Holding History

Integrated Wealth Concepts’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
2024
Q1 		– Sell
-32,789
Closed -$590K – 1719
2023
Q4 		$590K Buy
32,789
+208
+0.6% +$3.24K 0.01% 928
2023
Q3 		$600K Buy
32,581
+10,930
+50% +$250K 0.01% 901
2023
Q2 		$594K Sell
21,651
-5,000
-19% -$120K 0.01% 912
2023
Q1 		$579K Buy
+26,651
New +$616K 0.01% 808

Other funds holding LTHM

MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Integrated Wealth Concepts's LTHM Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 32,789 shares — an estimated $590K sold.

Integrated Wealth Concepts first reported a position in LTHM in Q1 2023 and held it in 4 quarters. The position peaked at $600K in Q3 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Integrated Wealth Concepts reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 32,789 Livent Corporation shares in Q1 2024, an estimated $590K.
  • Integrated Wealth Concepts first reported a position in Livent Corporation in Q1 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Livent Corporation position peaked at $600K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.