Beaumont Financial Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Beaumont Financial Advisors’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 Q2	–	Sell	-212,952	Closed	-$19M	–	330
2022 Q1	$19M	Buy	212,952 +35,721	+20%	+$3.15M	1.44%	16
2021 Q4	$16.9M	Buy	+177,231	New	+$16.3M	1.22%	22
2021 Q3	–	Sell	-95,950	Closed	-$8.26M	–	371
2021 Q2	$8.26M	Buy	+95,950	New	+$7.99M	0.63%	45
2021 Q1	–	Sell	-99,564	Closed	-$7.54M	–	346
2020 Q4	$7.54M	Buy	99,564 +24,288	+32%	+$1.75M	0.67%	52
2020 Q3	$5.12M	Sell	75,276 -29,475	-28%	-$1.98M	0.49%	60
2020 Q2	$6.56M	Buy	+104,751	New	+$6.21M	0.68%	50
2020 Q1	–	Sell	-24,901	Closed	-$1.61M	–	256
2019 Q4	$1.61M	Buy	24,901 +13,912	+127%	+$863K	0.16%	103
2019 Q3	$658K	Buy	10,989 +5,225	+91%	+$311K	0.07%	151
2019 Q2	$339K	Buy	+5,764	New	+$333K	0.04%	184

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Beaumont Financial Advisors's GSLC Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2022, closing a stake of 212,952 shares — an estimated $19M sold.

Beaumont Financial Advisors first reported a position in GSLC in Q2 2019 and held it in 9 quarters. The position peaked at $19M in Q1 2022. 378 funds tracked by Wall St. Rank hold GSLC as of Q2 2022.

Beaumont Financial Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 212,952 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2022, an estimated $19M.
Beaumont Financial Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2019 and held it in 9 quarters.
Beaumont Financial Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $19M in Q1 2022.
378 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.