PFGIA
LTHM

Patriot Financial Group Insurance Agency’s Livent Corporation LTHM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-200
Closed -$5K – 2055
2022
Q2 		$5K Hold
200
– – ﹤0.01% 1518
2022
Q1 		$5K Hold
200
– – ﹤0.01% 1648
2021
Q4 		$5K Hold
200
– – ﹤0.01% 1735
2021
Q3 		$5K Sell
200
-5,800
-97% -$130K ﹤0.01% 1725
2021
Q2 		$116K Hold
6,000
– – 0.02% 574
2021
Q1 		$104K Hold
6,000
– – 0.02% 544
2020
Q4 		$113K Buy
+6,000
New +$83.7K 0.03% 468

Other funds holding LTHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LTHM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Livent Corporation (LTHM) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in LTHM in Q4 2020 and held it in 7 quarters. The position peaked at $116K in Q2 2021. 428 funds tracked by Wall St. Rank hold LTHM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Livent Corporation position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Livent Corporation shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Livent Corporation in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Livent Corporation position peaked at $116K in Q2 2021.
  • 428 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.