PGF
ALTM

Plan Group Financial’s Arcadium Lithium plc ALTM Stock Holding History

Plan Group Financial’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
-17,001
Closed -$87.2K – 161
2024
Q4 		$87.2K Sell
17,001
-78,985
-82% -$403K 0.05% 113
2024
Q3 		$274K Buy
95,986
+62,465
+186% +$181K 0.14% 94
2024
Q2 		$113K Buy
33,521
+23,032
+220% +$96.2K 0.07% 96
2024
Q1 		$45.2K Buy
+10,489
New +$52.6K 0.03% 92

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

Plan Group Financial's ALTM Position: Q1 2025 in Review

Plan Group Financial sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 17,001 shares — an estimated $87.2K sold.

Plan Group Financial first reported a position in ALTM in Q1 2024 and held it in 4 quarters. The position peaked at $274K in Q3 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

  • Plan Group Financial reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
  • Plan Group Financial sold 17,001 Arcadium Lithium plc shares in Q1 2025, an estimated $87.2K.
  • Plan Group Financial first reported a position in Arcadium Lithium plc in Q1 2024 and held it in 4 quarters.
  • Plan Group Financial's Arcadium Lithium plc position peaked at $274K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.