SWM
LTHM

Spire Wealth Management’s Livent Corporation LTHM Stock Holding History

Spire 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
2023
Q4 		– Sell
-1,049
Closed -$19.3K – 2487
2023
Q3 		$19.3K Sell
1,049
-11,604
-92% -$266K ﹤0.01% 1518
2023
Q2 		$347K Buy
12,653
+1,505
+14% +$36.1K 0.01% 579
2023
Q1 		$242K Buy
11,148
+10,661
+2,189% +$246K 0.01% 673
2022
Q4 		$10K Sell
487
-44,040
-99% -$1.21M ﹤0.01% 1636
2022
Q3 		$1.36M Buy
44,527
+43,510
+4,278% +$1.22M 0.08% 170
2022
Q2 		$23K Sell
1,017
-140
-12% -$3.6K ﹤0.01% 1626
2022
Q1 		$30K Sell
1,157
-990
-46% -$23.1K ﹤0.01% 1644
2021
Q4 		$52K Buy
2,147
+690
+47% +$18.7K ﹤0.01% 1713
2021
Q3 		$34K Sell
1,457
-220
-13% -$4.94K ﹤0.01% 1643
2021
Q2 		$32K Sell
1,677
-340
-17% -$6.18K ﹤0.01% 1673
2021
Q1 		$35K Buy
+2,017
New +$39.6K ﹤0.01% 1910

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

Spire Wealth Management's LTHM Position: Q4 2023 in Review

Spire Wealth Management sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 1,049 shares — an estimated $19.3K sold.

Spire Wealth Management first reported a position in LTHM in Q1 2021 and held it in 11 quarters. The position peaked at $1.36M in Q3 2022. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

  • Spire Wealth Management reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,049 Livent Corporation shares in Q4 2023, an estimated $19.3K.
  • Spire Wealth Management first reported a position in Livent Corporation in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Livent Corporation position peaked at $1.36M in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.