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Impact Partnership Wealth’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Impact Partnership Wealth’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
-1,588
Closed -$63.1K – 931
2023
Q3 		$63.1K Buy
+1,588
New +$64.7K 0.02% 366

Other funds holding GCOR

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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

Impact Partnership Wealth's GCOR Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q4 2023, closing a stake of 1,588 shares — an estimated $63.1K sold.

Impact Partnership Wealth first reported a position in GCOR in Q3 2023 and held it in 1 quarter. The position peaked at $63.1K in Q3 2023. 48 funds tracked by Wall St. Rank hold GCOR as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,588 Goldman Sachs Access US Aggregate Bond ETF shares in Q4 2023, an estimated $63.1K.
  • Impact Partnership Wealth first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Goldman Sachs Access US Aggregate Bond ETF position peaked at $63.1K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.