Kistler-Tiffany Companies’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Kistler-Tiffany Companies’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.6M	Sell	73,631 -921	-1%	-$55.2K	0.75%	23
2023 Q1	$4.49M	Sell	74,552 -4,130	-5%	-$249K	0.85%	22
2022 Q4	$4.56M	Sell	78,682 -26,519	-25%	-$1.54M	0.94%	20
2022 Q3	$5.61M	Sell	105,201 -3,209	-3%	-$189K	1.27%	16
2022 Q2	$6.02M	Sell	108,410 -821	-0.8%	-$50K	1.31%	16
2022 Q1	$7.33M	Buy	109,231 +1,977	+2%	+$132K	1.39%	15
2021 Q4	$7.67M	Buy	107,254 +2,840	+3%	+$200K	1.5%	14
2021 Q3	$6.98M	Buy	104,414 +7,780	+8%	+$533K	1.58%	14
2021 Q2	$6.49M	Buy	96,634 +15,222	+19%	+$997K	1.5%	15
2021 Q1	$5.07M	Buy	81,412 +14,432	+22%	+$869K	1.31%	16
2020 Q4	$3.87M	Buy	66,980 +46,146	+221%	+$2.5M	1.1%	20
2020 Q3	$1.04M	Buy	+20,834	New	+$1.03M	0.33%	52

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kistler-Tiffany Companies's GSEW Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.2% in Q2 2023, selling an estimated $55.2K and leaving 73,631 shares worth $4.6M. The position accounts for 0.75% of the portfolio, ranked #23.

Kistler-Tiffany Companies first reported a position in GSEW in Q3 2020 and has held it in 12 quarters since. The position peaked at $7.67M in Q4 2021. 80 funds tracked by Wall St. Rank hold GSEW as of Q2 2023.

Kistler-Tiffany Companies held 73,631 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $4.6M as of Q2 2023.
Kistler-Tiffany Companies sold 921 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2023, an estimated $55.2K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.75% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #23 holding.
Kistler-Tiffany Companies first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2020 and has held it in 12 quarters since.
Kistler-Tiffany Companies's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $7.67M in Q4 2021.
80 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.