Charter Oak Capital Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-600	Closed	-$33K	–	442
2022 Q2	$33K	Buy	600 +150	+33%	+$9.13K	﹤0.01%	393
2022 Q1	$30K	Hold	450	–	–	﹤0.01%	437
2021 Q4	$32K	Hold	450	–	–	﹤0.01%	427
2021 Q3	$30K	Hold	450	–	–	﹤0.01%	400
2021 Q2	$30K	Hold	450	–	–	﹤0.01%	387
2021 Q1	$28K	Hold	450	–	–	﹤0.01%	393
2020 Q4	$26K	Buy	+450	New	+$24.3K	﹤0.01%	382

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Charter Oak Capital Management's GSEW Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2022, closing a stake of 600 shares — an estimated $33K sold.

Charter Oak Capital Management first reported a position in GSEW in Q4 2020 and held it in 7 quarters. The position peaked at $33K in Q2 2022. 79 funds tracked by Wall St. Rank hold GSEW as of Q3 2022.

Charter Oak Capital Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 600 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2022, an estimated $33K.
Charter Oak Capital Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $33K in Q2 2022.
79 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.