Truist Financial
LSST

Truist Financial’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Truist Financial’s Portfolio LSST Stock Details LSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,118
Closed -$214K – 2740
2023
Q3 		$214K Buy
+9,118
New +$215K ﹤0.01% 2429

Other funds holding LSST

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truist Financial's LSST Position: Q4 2023 in Review

Truist Financial sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q4 2023, closing a stake of 9,118 shares — an estimated $214K sold.

Truist Financial first reported a position in LSST in Q3 2023 and held it in 1 quarter. The position peaked at $214K in Q3 2023. 19 funds tracked by Wall St. Rank hold LSST as of Q4 2023.

  • Truist Financial reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 9,118 Natixis Loomis Sayles Short Duration Income ETF shares in Q4 2023, an estimated $214K.
  • Truist Financial first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q3 2023 and held it in 1 quarter.
  • Truist Financial's Natixis Loomis Sayles Short Duration Income ETF position peaked at $214K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.