AWS
LSST

Atria Wealth Solutions’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Atria Wealth Solutions’s Portfolio LSST Stock Details LSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,370
Closed -$271K – 2066
2024
Q2 		$271K Sell
11,370
-1,843
-14% -$44K ﹤0.01% 1569
2024
Q1 		$316K Sell
13,213
-3,189
-19% -$76.3K ﹤0.01% 1524
2023
Q4 		$393K Hold
16,402
– – ﹤0.01% 1334
2023
Q3 		$386K Buy
16,402
+927
+6% +$21.9K 0.01% 1265
2023
Q2 		$364K Hold
15,475
– – 0.01% 1323
2023
Q1 		$368K Sell
15,475
-200
-1% -$4.74K 0.01% 1311
2022
Q4 		$370K Buy
+15,675
New +$368K 0.01% 1242

Other funds holding LSST

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Atria Wealth Solutions's LSST Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q3 2024, closing a stake of 11,370 shares — an estimated $271K sold.

Atria Wealth Solutions first reported a position in LSST in Q4 2022 and held it in 7 quarters. The position peaked at $393K in Q4 2023. 5 funds tracked by Wall St. Rank hold LSST as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,370 Natixis Loomis Sayles Short Duration Income ETF shares in Q3 2024, an estimated $271K.
  • Atria Wealth Solutions first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q4 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Natixis Loomis Sayles Short Duration Income ETF position peaked at $393K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.