WP
LTHM

WealthPLAN Partners’s Livent Corporation LTHM Stock Holding History

WealthPLAN 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
-210
Closed -$5.76K – 1245
2023
Q2 		$5.76K Sell
210
-60
-22% -$1.44K ﹤0.01% 882
2023
Q1 		$5.86K Buy
+270
New +$6.24K ﹤0.01% 974

Other funds holding LTHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's LTHM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 210 shares — an estimated $5.76K sold.

WealthPLAN Partners first reported a position in LTHM in Q1 2023 and held it in 2 quarters. The position peaked at $5.86K in Q1 2023. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 210 Livent Corporation shares in Q3 2023, an estimated $5.76K.
  • WealthPLAN Partners first reported a position in Livent Corporation in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Livent Corporation position peaked at $5.86K in Q1 2023.
  • 416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.