Baker Avenue Asset Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Baker Avenue Asset Management’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-212	Closed	-$6.08K	–	798
2023 Q3	$6.08K	Hold	212	–	–	﹤0.01%	889
2023 Q2	$6.34K	Hold	212	–	–	﹤0.01%	813
2023 Q1	$6.31K	Buy	+212	New	+$6.33K	﹤0.01%	838

Other funds holding GEM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Baker Avenue Asset Management's GEM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2023, closing a stake of 212 shares — an estimated $6.08K sold.

Baker Avenue Asset Management first reported a position in GEM in Q1 2023 and held it in 3 quarters. The position peaked at $6.34K in Q2 2023. 143 funds tracked by Wall St. Rank hold GEM as of Q4 2023.

Baker Avenue Asset Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 212 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2023, an estimated $6.08K.
Baker Avenue Asset Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and held it in 3 quarters.
Baker Avenue Asset Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $6.34K in Q2 2023.
143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.