Lake Street Private Wealth’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Lake Street Private Wealth’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
2022 Q4	–	Sell	-3,857	Closed	-$206K	–	285
2022 Q3	$206K	Hold	3,857	–	–	0.05%	261
2022 Q2	$214K	Sell	3,857 -23	-0.6%	-$1.4K	0.05%	271
2022 Q1	$261K	Buy	3,880 +13	+0.3%	+$865	0.05%	270
2021 Q4	$276K	Buy	3,867 +285	+8%	+$20.1K	0.05%	267
2021 Q3	$239K	Hold	3,582	–	–	0.06%	200
2021 Q2	$242K	Buy	+3,582	New	+$235K	0.06%	187

Other funds holding GSEW

OIA

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

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

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Private Wealth's GSEW Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2022, closing a stake of 3,857 shares — an estimated $206K sold.

Lake Street Private Wealth first reported a position in GSEW in Q2 2021 and held it in 6 quarters. The position peaked at $276K in Q4 2021. 75 funds tracked by Wall St. Rank hold GSEW as of Q4 2022.

Lake Street Private Wealth reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 3,857 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2022, an estimated $206K.
Lake Street Private Wealth first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2021 and held it in 6 quarters.
Lake Street Private Wealth's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $276K in Q4 2021.
75 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.