Carroll Financial Associates’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Carroll Financial Associates’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
2021 Q4	$14.4M	Buy	579,662 +37,582	+7%	+$942K	0.77%	22
2021 Q3	$13.7M	Buy	542,080 +128,273	+31%	+$3.24M	0.76%	22
2021 Q2	$10.4M	Buy	413,807 +70,049	+20%	+$1.77M	0.59%	28
2021 Q1	$8.67M	Buy	343,758 +96,634	+39%	+$2.47M	0.53%	31
2020 Q4	$6.33M	Buy	+247,124	New	+$6.42M	0.42%	37

Other funds holding LSST

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carroll Financial Associates's LSST Position: Q4 2021 in Review

Carroll Financial Associates increased its Natixis Loomis Sayles Short Duration Income ETF (LSST) stake by 6.9% in Q4 2021, buying an estimated $942K and bringing the position to 579,662 shares worth $14.4M. The position accounts for 0.77% of the portfolio, ranked #22.

Carroll Financial Associates first reported a position in LSST in Q4 2020 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold LSST as of Q4 2021.

Carroll Financial Associates held 579,662 shares of Natixis Loomis Sayles Short Duration Income ETF worth $14.4M as of Q4 2021.
Carroll Financial Associates bought 37,582 Natixis Loomis Sayles Short Duration Income ETF shares in Q4 2021, an estimated $942K.
Natixis Loomis Sayles Short Duration Income ETF made up 0.77% of Carroll Financial Associates's portfolio in Q4 2021, its #22 holding.
Carroll Financial Associates first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q4 2020 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.