SFS
LTHM

Sowell Financial Services’s Livent Corporation LTHM Stock Holding History

Sowell Financial 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
2023
Q4 		– Sell
-14,572
Closed -$268K – 584
2023
Q3 		$268K Buy
+14,572
New +$333K 0.02% 474
2021
Q2 		– Sell
-1,362
Closed -$23K – 2942
2021
Q1 		$23K Buy
+1,362
New +$26.7K ﹤0.01% 2013

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sowell Financial Services's LTHM Position: Q4 2023 in Review

Sowell Financial Services sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 14,572 shares — an estimated $268K sold.

Sowell Financial Services first reported a position in LTHM in Q1 2021 and held it in 2 quarters. The position peaked at $268K in Q3 2023. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

  • Sowell Financial Services reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 14,572 Livent Corporation shares in Q4 2023, an estimated $268K.
  • Sowell Financial Services first reported a position in Livent Corporation in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's Livent Corporation position peaked at $268K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.