Evermay Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Evermay Wealth Management’s Portfolio GSST Stock Details GSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$99.9K	–	681
2023 Q3	$99.9K	Sell	2,000 -17,480	-90%	-$871K	0.02%	237
2023 Q2	$972K	Sell	19,480 -810	-4%	-$40.4K	0.19%	57
2023 Q1	$1.01M	Sell	20,290 -9,537	-32%	-$475K	0.2%	54
2022 Q4	$1.48M	Sell	29,827 -13,310	-31%	-$660K	0.3%	38
2022 Q3	$2.14M	Buy	43,137 +6,162	+17%	+$307K	0.43%	29
2022 Q2	$1.84M	Sell	36,975 -178	-0.5%	-$8.9K	0.36%	31
2022 Q1	$1.86M	Buy	37,153 +23,093	+164%	+$1.16M	0.31%	37
2021 Q4	$710K	Buy	14,060 +5,945	+73%	+$301K	0.13%	66
2021 Q3	$411K	Buy	8,115 +5,765	+245%	+$292K	0.08%	99
2021 Q2	$119K	Buy	+2,350	New	+$119K	0.02%	211

Other funds holding GSST

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Evermay Wealth Management's GSST Position: Q4 2023 in Review

Evermay Wealth Management sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q4 2023, closing a stake of 2,000 shares — an estimated $99.9K sold.

Evermay Wealth Management first reported a position in GSST in Q2 2021 and held it in 10 quarters. The position peaked at $2.14M in Q3 2022. 88 funds tracked by Wall St. Rank hold GSST as of Q4 2023.

Evermay Wealth Management reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q4 2023 after selling out during the quarter.
Evermay Wealth Management sold 2,000 Goldman Sachs Access Ultra Short Bond ETF shares in Q4 2023, an estimated $99.9K.
Evermay Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q2 2021 and held it in 10 quarters.
Evermay Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $2.14M in Q3 2022.
88 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.