Gallagher Fiduciary Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Gallagher Fiduciary Advisors’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 Q3	–	Sell	-8,798	Closed	-$941K	–	284
2024 Q2	$941K	Sell	8,798 -2,817	-24%	-$291K	0.21%	53
2024 Q1	$1.21M	Buy	11,615 +259	+2%	+$25.5K	0.04%	51
2023 Q4	$1.07M	Sell	11,356 -163	-1%	-$14.3K	0.04%	53
2023 Q3	$970K	Sell	11,519 -2,110	-15%	-$185K	0.09%	49
2023 Q2	$1.19M	Sell	13,629 -1,377	-9%	-$114K	0.09%	52
2023 Q1	$1.22M	Buy	+15,006	New	+$1.19M	0.1%	49

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gallagher Fiduciary Advisors's GSLC Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2024, closing a stake of 8,798 shares — an estimated $941K sold.

Gallagher Fiduciary Advisors first reported a position in GSLC in Q1 2023 and held it in 6 quarters. The position peaked at $1.22M in Q1 2023. 490 funds tracked by Wall St. Rank hold GSLC as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 8,798 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2024, an estimated $941K.
Gallagher Fiduciary Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2023 and held it in 6 quarters.
Gallagher Fiduciary Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.22M in Q1 2023.
490 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.