TCI Wealth Advisors’s Livent Corporation LTHM Stock Holding History

TCI 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 Q2	–	Sell	-4,771	Closed	-$104K	–	2438
2023 Q1	$104K	Sell	4,771 -98	-2%	-$2.27K	0.01%	279
2022 Q4	$96.7K	Buy	4,869 +100	+2%	+$2.74K	0.01%	272
2022 Q3	$146K	Buy	4,769 +101	+2%	+$2.83K	0.02%	195
2022 Q2	$106K	Buy	4,668 +4,000	+599%	+$103K	0.02%	243
2022 Q1	$18K	Buy	668 +100	+18%	+$2.33K	﹤0.01%	753
2021 Q4	$14K	Hold	568	–	–	﹤0.01%	944
2021 Q3	$13K	Hold	568	–	–	﹤0.01%	947
2021 Q2	$11K	Buy	568 +181	+47%	+$3.29K	﹤0.01%	933
2021 Q1	$7K	Buy	387 +166	+75%	+$3.26K	﹤0.01%	1098
2020 Q4	$4K	Hold	221	–	–	﹤0.01%	1039
2020 Q3	$2K	Buy	221 +28	+15%	+$211	﹤0.01%	1216
2020 Q2	$1K	Buy	+193	New	+$1.22K	﹤0.01%	1399
2020 Q1	–	Sell	-138	Closed	-$1K	–	1819
2019 Q4	$1K	Buy	+138	New	+$1.06K	﹤0.01%	1474
2019 Q3	–	Sell	-138	Closed	-$1K	–	1672
2019 Q2	$1K	Buy	+138	New	+$1.24K	﹤0.01%	1352

Other funds holding LTHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

TCI Wealth Advisors's LTHM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Livent Corporation (LTHM) in Q2 2023, closing a stake of 4,771 shares — an estimated $104K sold.

TCI Wealth Advisors first reported a position in LTHM in Q2 2019 and held it in 14 quarters. The position peaked at $146K in Q3 2022. 442 funds tracked by Wall St. Rank hold LTHM as of Q2 2023.

TCI Wealth Advisors reported no remaining Livent Corporation position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4,771 Livent Corporation shares in Q2 2023, an estimated $104K.
TCI Wealth Advisors first reported a position in Livent Corporation in Q2 2019 and held it in 14 quarters.
TCI Wealth Advisors's Livent Corporation position peaked at $146K in Q3 2022.
442 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.