SWA
LTHM

Sutton Wealth Advisors’s Livent Corporation LTHM Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-2,063
Closed -$41K – 1641
2022
Q4 		$41K Sell
2,063
-597
-22% -$16.3K 0.02% 447
2022
Q3 		$81.5K Buy
2,660
+718
+37% +$20.1K 0.03% 274
2022
Q2 		$44.1K Buy
1,942
+12
+0.6% +$309 0.02% 413
2022
Q1 		$50.3K Sell
1,930
-213
-10% -$4.97K 0.02% 396
2021
Q4 		$52.2K Buy
2,143
+248
+13% +$6.73K 0.02% 398
2021
Q3 		$43.8K Buy
1,895
+49
+3% +$1.1K 0.02% 431
2021
Q2 		$35.7K Hold
1,846
– – 0.01% 511
2021
Q1 		$32K Hold
1,846
– – 0.01% 529
2020
Q4 		$34.8K Hold
1,846
– – 0.01% 456
2020
Q3 		$16.6K Buy
1,846
+494
+37% +$3.72K 0.01% 597
2020
Q2 		$8.33K Sell
1,352
-2,259
-63% -$14.2K ﹤0.01% 749
2020
Q1 		$19K Buy
3,611
+667
+23% +$5.61K 0.01% 492
2019
Q4 		$25.2K Hold
2,944
– – 0.01% 514
2019
Q3 		$19.7K Hold
2,944
– – 0.01% 584
2019
Q2 		$20.4K Buy
2,944
+885
+43% +$7.95K 0.01% 578
2019
Q1 		$25.3K Buy
+2,059
New +$26.8K 0.01% 502

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sutton Wealth Advisors's LTHM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Livent Corporation (LTHM) in Q1 2023, closing a stake of 2,063 shares — an estimated $41K sold.

Sutton Wealth Advisors first reported a position in LTHM in Q1 2019 and held it in 16 quarters. The position peaked at $81.5K in Q3 2022. 426 funds tracked by Wall St. Rank hold LTHM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Livent Corporation position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,063 Livent Corporation shares in Q1 2023, an estimated $41K.
  • Sutton Wealth Advisors first reported a position in Livent Corporation in Q1 2019 and held it in 16 quarters.
  • Sutton Wealth Advisors's Livent Corporation position peaked at $81.5K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.