Geller Advisors’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

Geller Advisors’s Portfolio JUST Stock Details JUST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-26,596	Closed	-$1.81M	–	278
2023 Q4	$1.81M	Buy	26,596 +91	+0.3%	+$5.79K	0.18%	35
2023 Q3	$1.61M	Buy	26,505 +96	+0.4%	+$6.09K	0.19%	31
2023 Q2	$1.67M	Buy	26,409 +98	+0.4%	+$5.89K	0.21%	28
2023 Q1	$1.54M	Buy	26,311 +112	+0.4%	+$6.44K	0.23%	22
2022 Q4	$1.45M	Buy	26,199 +97	+0.4%	+$5.38K	0.25%	19
2022 Q3	$1.33M	Buy	26,102 +99	+0.4%	+$5.64K	0.29%	15
2022 Q2	$1.4M	Buy	26,003 +78	+0.3%	+$4.58K	0.29%	20
2022 Q1	$1.68M	Buy	25,925 +80	+0.3%	+$5.13K	0.31%	19
2021 Q4	$1.76M	Buy	25,845 +69	+0.3%	+$4.58K	0.34%	20
2021 Q3	$1.61M	Buy	25,776 +72	+0.3%	+$4.62K	0.35%	21
2021 Q2	$1.61M	Buy	25,704 +77	+0.3%	+$4.68K	0.35%	17
2021 Q1	$1.48M	Buy	25,627 +175	+0.7%	+$9.83K	0.35%	15
2020 Q4	$1.39M	Hold	25,452	–	–	0.35%	12
2020 Q3	$1.25M	Buy	25,452 +93	+0.4%	+$4.48K	0.36%	12
2020 Q2	$1.14M	Buy	25,359 +154	+0.6%	+$6.52K	0.34%	14
2020 Q1	$936K	Buy	25,205 +105	+0.4%	+$4.62K	0.27%	18
2019 Q4	$1.16M	Hold	25,100	–	–	0.36%	14
2019 Q3	$1.07M	Hold	25,100	–	–	0.39%	12
2019 Q2	$1.06M	Hold	25,100	–	–	0.41%	9
2019 Q1	$1.01M	Hold	25,100	–	–	0.41%	11
2018 Q4	$902K	Hold	25,100	–	–	0.42%	9
2018 Q3	$1.06M	Hold	25,100	–	–	0.62%	10
2018 Q2	$986K	Buy	+25,100	New	+$997K	0.43%	12

Other funds holding JUST

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geller Advisors's JUST Position: Q1 2024 in Review

Geller Advisors sold out of Goldman Sachs JUST US Large Cap Equity ETF (JUST) in Q1 2024, closing a stake of 26,596 shares — an estimated $1.81M sold.

Geller Advisors first reported a position in JUST in Q2 2018 and held it in 23 quarters. The position peaked at $1.81M in Q4 2023. 74 funds tracked by Wall St. Rank hold JUST as of Q1 2024.

Geller Advisors reported no remaining Goldman Sachs JUST US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Geller Advisors sold 26,596 Goldman Sachs JUST US Large Cap Equity ETF shares in Q1 2024, an estimated $1.81M.
Geller Advisors first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q2 2018 and held it in 23 quarters.
Geller Advisors's Goldman Sachs JUST US Large Cap Equity ETF position peaked at $1.81M in Q4 2023.
74 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q1 2024.

Based on Geller Advisors's 13F filing for Q1 2024, filed 14 May 2024.