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Alterna Wealth Management’s Lisata Therapeutics LSTA Stock Holding History

Alterna Wealth Management’s Portfolio LSTA Stock Details LSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-667
Closed -$5K – 101
2022
Q2 		$5K Sell
667
-213
-24% -$1.75K 0.01% 88
2022
Q1 		$10K Sell
880
-3,987
-82% -$45.6K 0.01% 118
2021
Q4 		$61K Buy
+4,867
New +$75.1K 0.05% 127

Other funds holding LSTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's LSTA Position: Q3 2022 in Review

Alterna Wealth Management sold out of Lisata Therapeutics (LSTA) in Q3 2022, closing a stake of 667 shares — an estimated $5K sold.

Alterna Wealth Management first reported a position in LSTA in Q4 2021 and held it in 3 quarters. The position peaked at $61K in Q4 2021. 22 funds tracked by Wall St. Rank hold LSTA as of Q3 2022.

  • Alterna Wealth Management reported no remaining Lisata Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 667 Lisata Therapeutics shares in Q3 2022, an estimated $5K.
  • Alterna Wealth Management first reported a position in Lisata Therapeutics in Q4 2021 and held it in 3 quarters.
  • Alterna Wealth Management's Lisata Therapeutics position peaked at $61K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q3 2022.

Based on Alterna Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.