Charter Oak Capital Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Charter Oak Capital Management’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 Q3	–	Sell	-1,494	Closed	-$112K	–	445
2022 Q2	$112K	Hold	1,494	–	–	0.02%	229
2022 Q1	$133K	Hold	1,494	–	–	0.02%	220
2021 Q4	$142K	Hold	1,494	–	–	0.02%	211
2021 Q3	$129K	Hold	1,494	–	–	0.02%	208
2021 Q2	$129K	Hold	1,494	–	–	0.02%	212
2021 Q1	$118K	Buy	1,494 +146	+11%	+$11.3K	0.02%	215
2020 Q4	$102K	Buy	+1,348	New	+$96.9K	0.02%	223

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 22.9% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2022, closing a stake of 1,494 shares — an estimated $112K sold.

Charter Oak Capital Management first reported a position in GSLC in Q4 2020 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 376 funds tracked by Wall St. Rank hold GSLC as of Q3 2022.

Charter Oak Capital Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,494 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2022, an estimated $112K.
Charter Oak Capital Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $142K in Q4 2021.
376 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta 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.