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CWS
Cypress Wealth Services’s
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
Stock Holding History
Cypress 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
Q2
–
Sell
-2,559
Closed
-$228K
–
240
2022
Q1
$228K
Sell
2,559
-27
-1%
-$2.38K
0.06%
214
2021
Q4
$246K
Sell
2,586
-714
-22%
-$65.6K
0.07%
201
2021
Q3
$284K
Buy
3,300
+1
+0%
+$89
0.09%
178
2021
Q2
$284K
Sell
3,299
-295
-8%
-$24.6K
0.08%
203
2021
Q1
$284K
Sell
3,594
-970
-21%
-$75.3K
0.06%
228
2020
Q4
$345K
Buy
+4,564
New
+$328K
0.08%
187
2020
Q3
–
Sell
-5,005
Closed
-$336K
–
358
2020
Q2
$313K
Sell
5,005
-8,990
-64%
-$533K
0.07%
200
2020
Q1
$730K
Sell
13,995
-9,874
-41%
-$609K
0.21%
103
2019
Q4
$1.54M
Buy
23,869
+1,315
+6%
+$81.6K
0.39%
76
2019
Q3
$1.35M
Buy
22,554
+360
+2%
+$21.4K
0.37%
82
2019
Q2
$1.3M
Sell
22,194
-1,099
-5%
-$63.5K
0.38%
81
2019
Q1
$1.32M
Buy
23,293
+2,976
+15%
+$163K
0.42%
70
2018
Q4
$1.02M
Sell
20,317
-8,048
-28%
-$437K
0.41%
75
2018
Q3
$1.67M
Buy
28,365
+9,621
+51%
+$554K
0.6%
45
2018
Q2
$1.03M
Buy
18,744
+3,169
+20%
+$173K
0.39%
75
2018
Q1
$832K
Buy
15,575
+2,716
+21%
+$149K
0.36%
80
2017
Q4
$686K
Buy
+12,859
New
+$667K
0.28%
91
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FCAS
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1-Year Est. Return
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1-Year Est. Return
LPL Financial
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$376B AUM
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1-Year Est. Return
SEIA
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$5.56B AUM
26.66%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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