Waverly Advisors’s Livent Corporation LTHM Stock Holding History

Waverly 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 Q4	–	Sell	-33,109	Closed	-$610K	–	465
2023 Q3	$610K	Buy	+33,109	New	+$758K	0.03%	238

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

Millennium Management New York $240B AUM 35.51% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waverly Advisors's LTHM Position: Q4 2023 in Review

Waverly Advisors sold out of Livent Corporation (LTHM) in Q4 2023, closing a stake of 33,109 shares — an estimated $610K sold.

Waverly Advisors first reported a position in LTHM in Q3 2023 and held it in 1 quarter. The position peaked at $610K in Q3 2023. 382 funds tracked by Wall St. Rank hold LTHM as of Q4 2023.

Waverly Advisors reported no remaining Livent Corporation position as of Q4 2023 after selling out during the quarter.
Waverly Advisors sold 33,109 Livent Corporation shares in Q4 2023, an estimated $610K.
Waverly Advisors first reported a position in Livent Corporation in Q3 2023 and held it in 1 quarter.
Waverly Advisors's Livent Corporation position peaked at $610K in Q3 2023.
382 funds tracked by Wall St. Rank held Livent Corporation as of Q4 2023.

Based on Waverly Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.