KA
ALTM

Kozak & Associates’s Arcadium Lithium plc ALTM Stock Holding History

Kozak & Associates’s Portfolio ALTM Stock Details ALTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-553
Closed -$2.91K – 472
2024
Q4 		$2.91K Hold
553
– – ﹤0.01% 334
2024
Q3 		$3.06K Hold
553
– – ﹤0.01% 312
2024
Q2 		$1.91K Hold
553
– – ﹤0.01% 322
2024
Q1 		$2.63K Buy
+553
New +$2.77K ﹤0.01% 312

Other funds holding ALTM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Kozak & Associates's ALTM Position: Q1 2025 in Review

Kozak & Associates sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 553 shares — an estimated $2.91K sold.

Kozak & Associates first reported a position in ALTM in Q1 2024 and held it in 4 quarters. The position peaked at $3.06K in Q3 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

  • Kozak & Associates reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
  • Kozak & Associates sold 553 Arcadium Lithium plc shares in Q1 2025, an estimated $2.91K.
  • Kozak & Associates first reported a position in Arcadium Lithium plc in Q1 2024 and held it in 4 quarters.
  • Kozak & Associates's Arcadium Lithium plc position peaked at $3.06K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Kozak & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.