SMFS
LTHM

Squar Milner Financial Services’s Livent Corporation LTHM Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-172
Closed – – 767
2020
Q1 		$0 Sell
172
-91
-35% -$766 ﹤0.01% 899
2019
Q4 		$2K Buy
+263
New +$2.01K ﹤0.01% 772
2019
Q3 		– Sell
-468
Closed -$3K – 765
2019
Q2 		$3K Buy
468
+101
+28% +$907 ﹤0.01% 702
2019
Q1 		$4K Buy
+367
New +$4.78K ﹤0.01% 710

Other funds holding LTHM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Squar Milner Financial Services's LTHM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Livent Corporation (LTHM) in Q2 2020, closing a stake of 172 shares.

Squar Milner Financial Services first reported a position in LTHM in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 246 funds tracked by Wall St. Rank hold LTHM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Livent Corporation position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 172 Livent Corporation shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Livent Corporation in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Livent Corporation position peaked at $4K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.