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Meridian Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Meridian Management’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,625
Closed -$233K – 77
2021
Q3 		$233K Sell
4,625
-2,522
-35% -$127K 0.07% 76
2021
Q2 		$361K Buy
+7,147
New +$361K 0.11% 71
2020
Q1 		– Sell
-4,900
Closed -$247K – 72
2019
Q4 		$247K Hold
4,900
– – 0.1% 68
2019
Q3 		$247K Buy
+4,900
New +$247K 0.11% 62

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Meridian Management's GSY Position: Q4 2021 in Review

Meridian Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 4,625 shares — an estimated $233K sold.

Meridian Management first reported a position in GSY in Q3 2019 and held it in 4 quarters. The position peaked at $361K in Q2 2021. 266 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • Meridian Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Meridian Management sold 4,625 Invesco Ultra Short Duration ETF shares in Q4 2021, an estimated $233K.
  • Meridian Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2019 and held it in 4 quarters.
  • Meridian Management's Invesco Ultra Short Duration ETF position peaked at $361K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on Meridian Management's 13F filing for Q4 2021, filed 10 Feb 2022.