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Sandy Spring Bank’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sandy Spring Bank’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
2024
Q1 		– Sell
-116
Closed -$5.79K – 1269
2023
Q4 		$5.79K Buy
+116
New +$5.78K ﹤0.01% 900
2021
Q2 		– Sell
-1,400
Closed -$71K – 1149
2021
Q1 		$71K Sell
1,400
-1,800
-56% -$91K ﹤0.01% 466
2020
Q4 		$162K Sell
3,200
-1,300
-29% -$65.7K 0.01% 333
2020
Q3 		$227K Buy
+4,500
New +$227K 0.02% 290

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Sandy Spring Bank's GSY Position: Q1 2024 in Review

Sandy Spring Bank sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2024, closing a stake of 116 shares — an estimated $5.79K sold.

Sandy Spring Bank first reported a position in GSY in Q3 2020 and held it in 4 quarters. The position peaked at $227K in Q3 2020. 222 funds tracked by Wall St. Rank hold GSY as of Q1 2024.

  • Sandy Spring Bank reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 116 Invesco Ultra Short Duration ETF shares in Q1 2024, an estimated $5.79K.
  • Sandy Spring Bank first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 4 quarters.
  • Sandy Spring Bank's Invesco Ultra Short Duration ETF position peaked at $227K in Q3 2020.
  • 222 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.