SSWM
LTHM

Sheets Smith Wealth Management’s Livent Corporation LTHM Stock Holding History

Sheets Smith 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
-15,272
Closed -$96K – 396
2023
Q4 		$96K Buy
+15,272
New +$238K 0.01% 340
2023
Q3 		– Sell
-13,978
Closed -$383K – 501
2023
Q2 		$383K Buy
13,978
+4,560
+48% +$109K 0.06% 243
2023
Q1 		$205K Buy
+9,418
New +$218K 0.03% 299
2022
Q4 		– Sell
-9,418
Closed -$289K – 329
2022
Q3 		$289K Hold
9,418
– – 0.05% 249
2022
Q2 		$214K Hold
9,418
– – 0.04% 281
2022
Q1 		$246K Buy
9,418
+418
+5% +$9.75K 0.03% 308
2021
Q4 		$219K Buy
+9,000
New +$244K 0.03% 347

Other funds holding LTHM

MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 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 $133B AUM 43.5% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Sheets Smith Wealth Management's LTHM Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 15,272 shares — an estimated $96K sold.

Sheets Smith Wealth Management first reported a position in LTHM in Q4 2021 and held it in 7 quarters. The position peaked at $383K in Q2 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Sheets Smith Wealth Management reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,272 Livent Corporation shares in Q1 2024, an estimated $96K.
  • Sheets Smith Wealth Management first reported a position in Livent Corporation in Q4 2021 and held it in 7 quarters.
  • Sheets Smith Wealth Management's Livent Corporation position peaked at $383K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.