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Herold Advisors’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Herold Advisors’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-69,923
Closed -$2.78M – 253
2023
Q3 		$2.78M Buy
69,923
+16,141
+30% +$657K 0.85% 28
2023
Q2 		$2.24M Buy
53,782
+5,731
+12% +$240K 0.68% 38
2023
Q1 		$2.03M Buy
+48,051
New +$2.01M 0.7% 39

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Herold Advisors's GCOR Position: Q4 2023 in Review

Herold Advisors sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q4 2023, closing a stake of 69,923 shares — an estimated $2.78M sold.

Herold Advisors first reported a position in GCOR in Q1 2023 and held it in 3 quarters. The position peaked at $2.78M in Q3 2023. 48 funds tracked by Wall St. Rank hold GCOR as of Q4 2023.

  • Herold Advisors reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Herold Advisors sold 69,923 Goldman Sachs Access US Aggregate Bond ETF shares in Q4 2023, an estimated $2.78M.
  • Herold Advisors first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Herold Advisors's Goldman Sachs Access US Aggregate Bond ETF position peaked at $2.78M in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q4 2023.

Based on Herold Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.