Accurate Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Accurate Wealth Management’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,505	Closed	-$350K	–	727
2022 Q4	$350K	Sell	4,505 -12,935	-74%	-$991K	0.13%	144
2022 Q3	$1.55M	Buy	17,440 +5,263	+43%	+$415K	0.65%	38
2022 Q2	$941K	Sell	12,177 -2,627	-18%	-$213K	0.51%	42
2022 Q1	$1.32M	Buy	14,804 +11,263	+318%	+$995K	0.59%	36
2021 Q4	$310K	Hold	3,541	–	–	0.25%	107
2021 Q3	$310K	Buy	3,541 +629	+22%	+$55.8K	0.27%	104
2021 Q2	$251K	Buy	+2,912	New	+$243K	0.22%	111

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Accurate Wealth Management's GSLC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2023, closing a stake of 4,505 shares — an estimated $350K sold.

Accurate Wealth Management first reported a position in GSLC in Q2 2021 and held it in 7 quarters. The position peaked at $1.55M in Q3 2022. 390 funds tracked by Wall St. Rank hold GSLC as of Q1 2023.

Accurate Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 4,505 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2023, an estimated $350K.
Accurate Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2021 and held it in 7 quarters.
Accurate Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.55M in Q3 2022.
390 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.