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

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-754
Closed -$57K – 74
2022
Q3 		$57K Buy
754
+398
+112% +$31.4K 0.01% 43
2022
Q2 		$27K Sell
356
-438
-55% -$35.5K ﹤0.01% 73
2022
Q1 		$71K Sell
794
-414
-34% -$36.6K 0.01% 41
2021
Q4 		$115K Hold
1,208
– – 0.02% 39
2021
Q3 		$104K Sell
1,208
-149
-11% -$13.2K 0.02% 40
2021
Q2 		$117K Sell
1,357
-346
-20% -$28.8K 0.02% 41
2021
Q1 		$136K Hold
1,703
– – 0.03% 43
2020
Q4 		$129K Hold
1,703
– – 0.02% 44
2020
Q3 		$117K Hold
1,703
– – 0.02% 50
2020
Q2 		$107K Hold
1,703
– – 0.02% 46
2020
Q1 		$85K Hold
1,703
– – 0.02% 34
2019
Q4 		$110K Sell
1,703
-304
-15% -$18.9K 0.03% 36
2019
Q3 		$120K Hold
2,007
– – 0.08% 32
2019
Q2 		$118K Hold
2,007
– – 0.09% 24
2019
Q1 		$115K Buy
2,007
+11
+0.6% +$601 0.13% 22
2018
Q4 		$100K Hold
1,996
– – 0.08% 17
2018
Q3 		$117K Buy
1,996
+610
+44% +$35.1K 0.07% 19
2018
Q2 		$76K Hold
1,386
– – 0.05% 28
2018
Q1 		$74K Buy
1,386
+227
+20% +$12.5K 0.05% 31
2017
Q4 		$62K Hold
1,159
– – 0.04% 40
2017
Q3 		$58K Hold
1,159
– – 0.02% 58
2017
Q2 		$56K Buy
1,159
+428
+59% +$20.4K 0.02% 70
2017
Q1 		$34K Sell
731
-48
-6% -$2.21K 0.01% 102
2016
Q4 		$35K Hold
779
– – 0.01% 96
2016
Q3 		$34K Buy
+779
New +$34K 0.01% 145

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Advocacy Wealth Management Services's GSLC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2022, closing a stake of 754 shares — an estimated $57K sold.

Advocacy Wealth Management Services first reported a position in GSLC in Q3 2016 and held it in 25 quarters. The position peaked at $136K in Q1 2021. 386 funds tracked by Wall St. Rank hold GSLC as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 754 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2022, an estimated $57K.
  • Advocacy Wealth Management Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2016 and held it in 25 quarters.
  • Advocacy Wealth Management Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $136K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.