MWM
LTHM

Moran Wealth Management’s Livent Corporation LTHM Stock Holding History

Moran Wealth Management’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
-65,646
Closed -$1.18M – 455
2023
Q4 		$1.18M Sell
65,646
-29,023
-31% -$452K 0.04% 294
2023
Q3 		$1.74M Buy
94,669
+32,388
+52% +$741K 0.07% 223
2023
Q2 		$1.71M Buy
+62,281
New +$1.49M 0.06% 233

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

Moran Wealth Management's LTHM Position: Q1 2024 in Review

Moran Wealth Management sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 65,646 shares — an estimated $1.18M sold.

Moran Wealth Management first reported a position in LTHM in Q2 2023 and held it in 3 quarters. The position peaked at $1.74M in Q3 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Moran Wealth Management reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 65,646 Livent Corporation shares in Q1 2024, an estimated $1.18M.
  • Moran Wealth Management first reported a position in Livent Corporation in Q2 2023 and held it in 3 quarters.
  • Moran Wealth Management's Livent Corporation position peaked at $1.74M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

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