Heritage Wealth Management (Arizona)’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GSSC Stock Details GSSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Sell	27 -51	-65%	-$3.24K	﹤0.01%	817
2021 Q2	$5K	Sell	78 -19	-20%	-$1.21K	﹤0.01%	743
2021 Q1	$6K	Buy	+97	New	+$5.92K	﹤0.01%	628

Other funds holding GSSC

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

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

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s GSSC Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 65% in Q3 2021, selling an estimated $3.24K and leaving 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Heritage Wealth Management (Arizona) first reported a position in GSSC in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q1 2021. 62 funds tracked by Wall St. Rank hold GSSC as of Q3 2021.

Heritage Wealth Management (Arizona) held 27 shares of GS ActiveBeta US Small Cap Equity ETF worth $2K as of Q3 2021.
Heritage Wealth Management (Arizona) sold 51 GS ActiveBeta US Small Cap Equity ETF shares in Q3 2021, an estimated $3.24K.
GS ActiveBeta US Small Cap Equity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #817 holding.
Heritage Wealth Management (Arizona) first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q1 2021 and has held it in 3 quarters since.
Heritage Wealth Management (Arizona)'s GS ActiveBeta US Small Cap Equity ETF position peaked at $6K in Q1 2021.
62 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.