Confluence Wealth Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-42	Closed	-$3K	–	607
2021 Q4	$3K	Buy	+42	New	+$3.86K	﹤0.01%	1108

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Confluence Wealth Services's GSLC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2022, closing a stake of 42 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in GSLC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 381 funds tracked by Wall St. Rank hold GSLC as of Q1 2022.

Confluence Wealth Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 42 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2022, an estimated $3K.
Confluence Wealth Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $3K in Q4 2021.
381 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.