LWAC
LTHM

Laurel Wealth Advisors (California)’s Livent Corporation LTHM Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$274K Buy
15,790
+4,700
+42% +$129K 0.03% 534
2022
Q3 		$340K Sell
11,090
-1,500
-12% -$42K 0.04% 447
2022
Q2 		$286K Buy
12,590
+300
+2% +$7.72K 0.03% 508
2022
Q1 		$320K Buy
12,290
+190
+2% +$4.43K 0.03% 563
2021
Q4 		$295K Buy
12,100
+400
+3% +$10.9K 0.02% 631
2021
Q3 		$270K Hold
11,700
– – 0.05% 364
2021
Q2 		$227K Buy
+11,700
New +$213K 0.03% 466

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LTHM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Livent Corporation (LTHM) stake by 42% in Q4 2022, buying an estimated $129K and bringing the position to 15,790 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #534.

Laurel Wealth Advisors (California) first reported a position in LTHM in Q2 2021 and has held it in 7 quarters since. The position peaked at $340K in Q3 2022. 426 funds tracked by Wall St. Rank hold LTHM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 15,790 shares of Livent Corporation worth $274K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 4,700 Livent Corporation shares in Q4 2022, an estimated $129K.
  • Livent Corporation made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #534 holding.
  • Laurel Wealth Advisors (California) first reported a position in Livent Corporation in Q2 2021 and has held it in 7 quarters since.
  • Laurel Wealth Advisors (California)'s Livent Corporation position peaked at $340K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.