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Osborne Partners Capital Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Osborne Partners Capital 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
2023
Q4 		– Sell
-7,565
Closed -$376K – 211
2023
Q3 		$376K Buy
+7,565
New +$376K 0.03% 159

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GI
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AWS
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GIA
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Osborne Partners Capital Management's GSY Position: Q4 2023 in Review

Osborne Partners Capital Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2023, closing a stake of 7,565 shares — an estimated $376K sold.

Osborne Partners Capital Management first reported a position in GSY in Q3 2023 and held it in 1 quarter. The position peaked at $376K in Q3 2023. 213 funds tracked by Wall St. Rank hold GSY as of Q4 2023.

  • Osborne Partners Capital Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Osborne Partners Capital Management sold 7,565 Invesco Ultra Short Duration ETF shares in Q4 2023, an estimated $376K.
  • Osborne Partners Capital Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2023 and held it in 1 quarter.
  • Osborne Partners Capital Management's Invesco Ultra Short Duration ETF position peaked at $376K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2023.

Based on Osborne Partners Capital Management's 13F filing for Q4 2023, filed 22 Jan 2024.