VFA
LTHM

Valeo Financial Advisors’s Livent Corporation LTHM Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-246
Closed -$4K – 1963
2021
Q1 		$4K Hold
246
– – ﹤0.01% 1658
2020
Q4 		$5K Buy
246
+4
+2% +$56 ﹤0.01% 1387
2020
Q3 		$2K Hold
242
– – ﹤0.01% 1445
2020
Q2 		$1K Hold
242
– – ﹤0.01% 1997
2020
Q1 		$1K Sell
242
-339
-58% -$2.85K ﹤0.01% 1753
2019
Q4 		$5K Hold
581
– – ﹤0.01% 1311
2019
Q3 		$4K Buy
581
+481
+481% +$3.23K ﹤0.01% 1285
2019
Q2 		$1K Sell
100
-37
-27% -$332 ﹤0.01% 1514
2019
Q1 		$2K Buy
+137
New +$1.79K ﹤0.01% 1408

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Valeo Financial Advisors's LTHM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Livent Corporation (LTHM) in Q2 2021, closing a stake of 246 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in LTHM in Q1 2019 and held it in 9 quarters. The position peaked at $5K in Q4 2020. 310 funds tracked by Wall St. Rank hold LTHM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Livent Corporation position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 246 Livent Corporation shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Livent Corporation in Q1 2019 and held it in 9 quarters.
  • Valeo Financial Advisors's Livent Corporation position peaked at $5K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.