PWPS
LTHM

Pinnacle Wealth Planning Services’s Livent Corporation LTHM Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-414
Closed -$7K – 2104
2020
Q4 		$7K Buy
+414
New +$5.78K ﹤0.01% 1558

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's LTHM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Livent Corporation (LTHM) in Q1 2021, closing a stake of 414 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in LTHM in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 298 funds tracked by Wall St. Rank hold LTHM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Livent Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 414 Livent Corporation shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Livent Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Livent Corporation position peaked at $7K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.