IFP Advisors’s Lisata Therapeutics LSTA Stock Holding History

IFP Advisors’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
2023 Q4	–	Sell	-10	Closed	-$21	–	3216
2023 Q3	$21	Buy	+10	New	+$28	﹤0.01%	3259
2023 Q1	–	Sell	-7	Closed	-$2K	–	3999
2022 Q4	$2K	Sell	7 -114	-94%	-$418	﹤0.01%	4179
2022 Q3	$2K	Buy	121 +116	+2,320%	+$841	﹤0.01%	4374
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	4378
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	4377
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	3047
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	3059
2021 Q2	$0	Hold	5	–	–	﹤0.01%	3151
2021 Q1	$0	Hold	5	–	–	﹤0.01%	3135
2020 Q4	$0	Hold	5	–	–	﹤0.01%	3031
2020 Q3	$0	Hold	5	–	–	﹤0.01%	2938
2020 Q2	$0	Hold	5	–	–	﹤0.01%	2856
2020 Q1	$0	Hold	5	–	–	﹤0.01%	2893
2019 Q4	$0	Hold	5	–	–	﹤0.01%	3007
2019 Q3	$0	Buy	+5	New	+$194	﹤0.01%	3110
2019 Q1	$0	Hold	2	–	–	﹤0.01%	2959
2018 Q4	$0	Sell	2 -36	-95%	-$2.5K	﹤0.01%	3726
2018 Q3	$3K	Hold	38	–	–	﹤0.01%	3426
2018 Q2	$4K	Hold	38	–	–	﹤0.01%	3369
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	3508
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	3559
2017 Q3	$2K	Hold	38	–	–	﹤0.01%	3754
2017 Q2	$3K	Hold	38	–	–	﹤0.01%	3625
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	3536
2016 Q4	$2K	Buy	38 +33	+660%	+$1.9K	﹤0.01%	3646
2016 Q3	$0	Hold	5	–	–	﹤0.01%	3974
2016 Q2	$0	Buy	+5	New	+$460	﹤0.01%	3965
2016 Q1	–	Sell	-5	Closed	-$491	–	2954
2015 Q4	$1K	Buy	+5	New	+$918	﹤0.01%	3534

Other funds holding LSTA

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors's LSTA Position: Q4 2023 in Review

IFP Advisors sold out of Lisata Therapeutics (LSTA) in Q4 2023, closing a stake of 10 shares — an estimated $21 sold.

IFP Advisors first reported a position in LSTA in Q4 2015 and held it in 28 quarters. The position peaked at $4K in Q2 2018. 22 funds tracked by Wall St. Rank hold LSTA as of Q4 2023.

IFP Advisors reported no remaining Lisata Therapeutics position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 10 Lisata Therapeutics shares in Q4 2023, an estimated $21.
IFP Advisors first reported a position in Lisata Therapeutics in Q4 2015 and held it in 28 quarters.
IFP Advisors's Lisata Therapeutics position peaked at $4K in Q2 2018.
22 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.