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Fernwood Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-51
Closed -$5.29K – 396
2024
Q1 		$5.29K Buy
+51
New +$5.03K ﹤0.01% 632

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Fernwood Investment Management's GSLC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2024, closing a stake of 51 shares — an estimated $5.29K sold.

Fernwood Investment Management first reported a position in GSLC in Q1 2024 and held it in 1 quarter. The position peaked at $5.29K in Q1 2024. 483 funds tracked by Wall St. Rank hold GSLC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 51 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2024, an estimated $5.29K.
  • Fernwood Investment Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $5.29K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.