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HM Payson & Co’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

HM Payson & Co’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-357
Closed -$10.2K – 993
2023
Q3 		$10.2K Buy
357
+107
+43% +$3.2K ﹤0.01% 815
2023
Q2 		$7.47K Buy
+250
New +$7.45K ﹤0.01% 826

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

HM Payson & Co's GEM Position: Q4 2023 in Review

HM Payson & Co sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2023, closing a stake of 357 shares — an estimated $10.2K sold.

HM Payson & Co first reported a position in GEM in Q2 2023 and held it in 2 quarters. The position peaked at $10.2K in Q3 2023. 143 funds tracked by Wall St. Rank hold GEM as of Q4 2023.

  • HM Payson & Co reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 357 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2023, an estimated $10.2K.
  • HM Payson & Co first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
  • HM Payson & Co's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $10.2K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.