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	–	351
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

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 22.96% 1-Year Est. Return

Cypress Wealth Services's GSLC Position: Q2 2022 in Review

Cypress Wealth Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2022, closing a stake of 2,559 shares — an estimated $228K sold.

Cypress Wealth Services first reported a position in GSLC in Q4 2017 and held it in 17 quarters. The position peaked at $1.67M in Q3 2018. 378 funds tracked by Wall St. Rank hold GSLC as of Q2 2022.

Cypress Wealth Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
Cypress Wealth Services sold 2,559 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2022, an estimated $228K.
Cypress Wealth Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2017 and held it in 17 quarters.
Cypress Wealth Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.67M in Q3 2018.
378 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.