SFS
LTHM

Stiles Financial Services’s Livent Corporation LTHM Stock Holding History

Stiles 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
2024
Q1 		– Sell
-34,769
Closed -$625K – 177
2023
Q4 		$625K Sell
34,769
-5,678
-14% -$88.5K 0.28% 93
2023
Q3 		$745K Sell
40,447
-8,300
-17% -$190K 0.39% 78
2023
Q2 		$1.34M Sell
48,747
-1,658
-3% -$39.8K 0.66% 49
2023
Q1 		$1.09M Hold
50,405
– – 0.59% 57
2022
Q4 		$1M Sell
50,405
-2,462
-5% -$67.4K 0.57% 54
2022
Q3 		$1.62M Sell
52,867
-2,265
-4% -$63.5K 0.98% 30
2022
Q2 		$1.25M Buy
55,132
+3,665
+7% +$94.3K 0.75% 38
2022
Q1 		$1.36M Buy
51,467
+2,400
+5% +$56K 0.68% 43
2021
Q4 		$1.2M Buy
+49,067
New +$1.33M 0.58% 52

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
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

Stiles Financial Services's LTHM Position: Q1 2024 in Review

Stiles Financial Services sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 34,769 shares — an estimated $625K sold.

Stiles Financial Services first reported a position in LTHM in Q4 2021 and held it in 9 quarters. The position peaked at $1.62M in Q3 2022. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Stiles Financial Services reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Stiles Financial Services sold 34,769 Livent Corporation shares in Q1 2024, an estimated $625K.
  • Stiles Financial Services first reported a position in Livent Corporation in Q4 2021 and held it in 9 quarters.
  • Stiles Financial Services's Livent Corporation position peaked at $1.62M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Stiles Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.