Corient Private Wealth
GEM icon

Corient Private Wealth’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Corient Private Wealth’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,550
Closed -$279K – 2503
2024
Q2 		$279K Hold
8,550
– – ﹤0.01% 1952
2024
Q1 		$268K Hold
8,550
– – ﹤0.01% 1951
2023
Q4 		$262K Sell
8,550
-26,425
-76% -$771K ﹤0.01% 1935
2023
Q3 		$1.62M Buy
+34,975
New +$1.04M ﹤0.01% 994

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's GEM Position: Q3 2024 in Review

Corient Private Wealth sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2024, closing a stake of 8,550 shares — an estimated $279K sold.

Corient Private Wealth first reported a position in GEM in Q3 2023 and held it in 4 quarters. The position peaked at $1.62M in Q3 2023. 143 funds tracked by Wall St. Rank hold GEM as of Q3 2024.

  • Corient Private Wealth reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 8,550 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2024, an estimated $279K.
  • Corient Private Wealth first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2023 and held it in 4 quarters.
  • Corient Private Wealth's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.62M in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.