Bank of America
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Bank of America’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Bank of America’s Portfolio LSAT Stock Details LSAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-183
Closed -$6.13K – 8127
2023
Q3 		$6.13K Buy
+183
New +$6.34K ﹤0.01% 6948

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Bank of America's LSAT Position: Q4 2023 in Review

Bank of America sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2023, closing a stake of 183 shares — an estimated $6.13K sold.

Bank of America first reported a position in LSAT in Q3 2023 and held it in 1 quarter. The position peaked at $6.13K in Q3 2023. 24 funds tracked by Wall St. Rank hold LSAT as of Q4 2023.

  • Bank of America reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 183 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2023, an estimated $6.13K.
  • Bank of America first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $6.13K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.