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Ausdal Financial Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Ausdal Financial Partners’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,697
Closed -$263K – 529
2024
Q2 		$263K Buy
3,697
+7
+0.2% +$497 0.03% 419
2024
Q1 		$269K Sell
3,690
-104
-3% -$7.16K 0.03% 392
2023
Q4 		$254K Buy
3,794
+14
+0.4% +$864 0.03% 372
2023
Q3 		$226K Buy
3,780
+156
+4% +$9.77K 0.03% 379
2023
Q2 		$227K Sell
3,624
-228
-6% -$13.7K 0.03% 375
2023
Q1 		$232K Buy
3,852
+96
+3% +$5.79K 0.03% 392
2022
Q4 		$218K Sell
3,756
-8,183
-69% -$474K 0.03% 402
2022
Q3 		$636K Sell
11,939
-188
-2% -$11.1K 0.1% 209
2022
Q2 		$673K Sell
12,127
-15,277
-56% -$930K 0.1% 222
2022
Q1 		$1.84M Sell
27,404
-12,501
-31% -$832K 0.25% 107
2021
Q4 		$2.85M Sell
39,905
-4,543
-10% -$320K 0.38% 73
2021
Q3 		$2.97M Buy
44,448
+671
+2% +$46K 0.44% 59
2021
Q2 		$2.94M Sell
43,777
-61,376
-58% -$4.02M 0.45% 64
2021
Q1 		$6.55M Sell
105,153
-4,831
-4% -$291K 1.11% 12
2020
Q4 		$6.36M Buy
+109,984
New +$5.95M 1.24% 10

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ausdal Financial Partners's GSEW Position: Q3 2024 in Review

Ausdal Financial Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2024, closing a stake of 3,697 shares — an estimated $263K sold.

Ausdal Financial Partners first reported a position in GSEW in Q4 2020 and held it in 15 quarters. The position peaked at $6.55M in Q1 2021. 105 funds tracked by Wall St. Rank hold GSEW as of Q3 2024.

  • Ausdal Financial Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,697 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2024, an estimated $263K.
  • Ausdal Financial Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 15 quarters.
  • Ausdal Financial Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $6.55M in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2024.

Based on Ausdal Financial Partners's 13F filing for Q3 2024, filed 4 Oct 2024.