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Kelly Financial Services’s Lisata Therapeutics LSTA Stock Holding History

Kelly Financial Services’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
2022
Q3 		– Sell
-1
Closed -$5 – 710
2022
Q2 		$5 Hold
1
– – ﹤0.01% 684
2022
Q1 		$7 Hold
1
– – ﹤0.01% 676
2021
Q4 		$8 Hold
1
– – ﹤0.01% 680
2021
Q3 		$12 Hold
1
– – ﹤0.01% 647
2021
Q2 		$10K Hold
1
– – ﹤0.01% 587
2021
Q1 		$19 Hold
1
– – ﹤0.01% 638
2020
Q4 		$14 Hold
1
– – ﹤0.01% 599
2020
Q3 		$18 Hold
1
– – ﹤0.01% 581
2020
Q2 		$18 Hold
1
– – ﹤0.01% 604
2020
Q1 		$18 Hold
1
– – ﹤0.01% 578
2019
Q4 		$25 Hold
1
– – ﹤0.01% 561
2019
Q3 		$26 Hold
1
– – ﹤0.01% 549
2019
Q2 		$23 Hold
1
– – ﹤0.01% 499
2019
Q1 		$36 Buy
+1
New +$66 ﹤0.01% 492

Other funds holding LSTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelly Financial Services's LSTA Position: Q3 2022 in Review

Kelly Financial Services sold out of Lisata Therapeutics (LSTA) in Q3 2022, closing a stake of 1 share — an estimated $5 sold.

Kelly Financial Services first reported a position in LSTA in Q1 2019 and held it in 14 quarters. The position peaked at $10K in Q2 2021. 22 funds tracked by Wall St. Rank hold LSTA as of Q3 2022.

  • Kelly Financial Services reported no remaining Lisata Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 1 Lisata Therapeutics share in Q3 2022, an estimated $5.
  • Kelly Financial Services first reported a position in Lisata Therapeutics in Q1 2019 and held it in 14 quarters.
  • Kelly Financial Services's Lisata Therapeutics position peaked at $10K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.