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Berger Financial Group’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Berger Financial Group’s Portfolio GTEK Stock Details GTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-560,959
Closed -$12.9M – 242
2022
Q2 		$12.9M Sell
560,959
-9,699
-2% -$252K 1.88% 11
2022
Q1 		$17.8M Buy
+570,658
New +$18.6M 2.26% 10

Other funds holding GTEK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Berger Financial Group's GTEK Position: Q3 2022 in Review

Berger Financial Group sold out of Goldman Sachs Future Tech Leaders Equity ETF (GTEK) in Q3 2022, closing a stake of 560,959 shares — an estimated $12.9M sold.

Berger Financial Group first reported a position in GTEK in Q1 2022 and held it in 2 quarters. The position peaked at $17.8M in Q1 2022. 24 funds tracked by Wall St. Rank hold GTEK as of Q3 2022.

  • Berger Financial Group reported no remaining Goldman Sachs Future Tech Leaders Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Berger Financial Group sold 560,959 Goldman Sachs Future Tech Leaders Equity ETF shares in Q3 2022, an estimated $12.9M.
  • Berger Financial Group first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q1 2022 and held it in 2 quarters.
  • Berger Financial Group's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $17.8M in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q3 2022.

Based on Berger Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.