SWP
LTHM

Stratos Wealth Partners’s Livent Corporation LTHM Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-20,657
Closed -$567K – 1338
2023
Q2 		$567K Sell
20,657
-9,578
-32% -$230K 0.01% 718
2023
Q1 		$657K Sell
30,235
-37,173
-55% -$859K 0.02% 598
2022
Q4 		$1.34M Buy
67,408
+14,860
+28% +$407K 0.03% 433
2022
Q3 		$1.61M Buy
+52,548
New +$1.47M 0.05% 358

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's LTHM Position: Q3 2023 in Review

Stratos Wealth Partners sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 20,657 shares — an estimated $567K sold.

Stratos Wealth Partners first reported a position in LTHM in Q3 2022 and held it in 4 quarters. The position peaked at $1.61M in Q3 2022. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

  • Stratos Wealth Partners reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 20,657 Livent Corporation shares in Q3 2023, an estimated $567K.
  • Stratos Wealth Partners first reported a position in Livent Corporation in Q3 2022 and held it in 4 quarters.
  • Stratos Wealth Partners's Livent Corporation position peaked at $1.61M in Q3 2022.
  • 416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.