SMART Wealth’s Livent Corporation LTHM Stock Holding History

SMART Wealth’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	-10,186	Closed	-$183K	–	133
2023 Q4	$183K	Hold	10,186	–	–	0.1%	80
2023 Q3	$188K	Hold	10,186	–	–	0.14%	69
2023 Q2	$279K	Hold	10,186	–	–	0.21%	62
2023 Q1	$221K	Hold	10,186	–	–	0.2%	69
2022 Q4	$202K	Buy	+10,186	New	+$279K	0.15%	84

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 Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

SMART Wealth's LTHM Position: Q1 2024 in Review

SMART Wealth sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 10,186 shares — an estimated $183K sold.

SMART Wealth first reported a position in LTHM in Q4 2022 and held it in 5 quarters. The position peaked at $279K in Q2 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

SMART Wealth reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 10,186 Livent Corporation shares in Q1 2024, an estimated $183K.
SMART Wealth first reported a position in Livent Corporation in Q4 2022 and held it in 5 quarters.
SMART Wealth's Livent Corporation position peaked at $279K in Q2 2023.
6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.