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Fulcrum Equity Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Fulcrum Equity Management’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,934
Closed -$332K – 196
2021
Q2 		$332K Buy
+4,934
New +$323K 0.12% 134

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Fulcrum Equity Management's GSEW Position: Q3 2021 in Review

Fulcrum Equity Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2021, closing a stake of 4,934 shares — an estimated $332K sold.

Fulcrum Equity Management first reported a position in GSEW in Q2 2021 and held it in 1 quarter. The position peaked at $332K in Q2 2021. 80 funds tracked by Wall St. Rank hold GSEW as of Q3 2021.

  • Fulcrum Equity Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,934 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2021, an estimated $332K.
  • Fulcrum Equity Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $332K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.