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
2020 Q4	–	Sell	-4,650	Closed	-$316K	–	369
2020 Q3	$316K	Buy	+4,650	New	+$312K	0.08%	184

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.