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Whittier Trust’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Whittier Trust’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
2022
Q1 		– Sell
-71
Closed -$4K – 1720
2021
Q4 		$4K Hold
71
– – ﹤0.01% 1436
2021
Q3 		$4K Buy
+71
New +$3.58K ﹤0.01% 1353

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Whittier Trust's GSY Position: Q1 2022 in Review

Whittier Trust sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2022, closing a stake of 71 shares — an estimated $4K sold.

Whittier Trust first reported a position in GSY in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 253 funds tracked by Wall St. Rank hold GSY as of Q1 2022.

  • Whittier Trust reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2022 after selling out during the quarter.
  • Whittier Trust sold 71 Invesco Ultra Short Duration ETF shares in Q1 2022, an estimated $4K.
  • Whittier Trust first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 2 quarters.
  • Whittier Trust's Invesco Ultra Short Duration ETF position peaked at $4K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.