GSIAS
LSST

Garden State Investment Advisory Services’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Garden State Investment Advisory Services’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
2023
Q1 		– Sell
-15,255
Closed -$360K – 249
2022
Q4 		$360K Buy
+15,255
New +$358K 0.21% 108

Other funds holding LSST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Garden State Investment Advisory Services's LSST Position: Q1 2023 in Review

Garden State Investment Advisory Services sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q1 2023, closing a stake of 15,255 shares — an estimated $360K sold.

Garden State Investment Advisory Services first reported a position in LSST in Q4 2022 and held it in 1 quarter. The position peaked at $360K in Q4 2022. 15 funds tracked by Wall St. Rank hold LSST as of Q1 2023.

  • Garden State Investment Advisory Services reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q1 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 15,255 Natixis Loomis Sayles Short Duration Income ETF shares in Q1 2023, an estimated $360K.
  • Garden State Investment Advisory Services first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q4 2022 and held it in 1 quarter.
  • Garden State Investment Advisory Services's Natixis Loomis Sayles Short Duration Income ETF position peaked at $360K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q1 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2023, filed 11 May 2023.