Heritage Wealth Management (Arizona)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$54.7K	Buy	718 +359	+100%	+$27.5K	0.01%	487
2022 Q3	$25K	Buy	+359	New	+$28.3K	0.01%	495
2022 Q2	–	Sell	-290	Closed	-$26K	–	1017
2022 Q1	$26K	Buy	+290	New	+$25.6K	0.01%	557
2021 Q3	$63K	Sell	727 -475	-40%	-$42.2K	0.02%	418
2021 Q2	$103K	Sell	1,202 -178	-13%	-$14.8K	0.04%	335
2021 Q1	$109K	Buy	+1,380	New	+$107K	0.06%	236

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

Betterment LLC New York $59.1B AUM 18.41% 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

Heritage Wealth Management (Arizona)'s GSLC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 100% in Q4 2022, buying an estimated $27.5K and bringing the position to 718 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #487.

Heritage Wealth Management (Arizona) first reported a position in GSLC in Q1 2021 and has held it in 6 quarters since. The position peaked at $109K in Q1 2021. 386 funds tracked by Wall St. Rank hold GSLC as of Q4 2022.

Heritage Wealth Management (Arizona) held 718 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $54.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 359 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2022, an estimated $27.5K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #487 holding.
Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $109K in Q1 2021.
386 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.