Lenox Wealth Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Lenox Wealth Advisors’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$6.84M	Buy	77,357 +1,179	+2%	+$104K	0.86%	16
2021 Q4	$7.25M	Buy	76,178 +319	+0.4%	+$29.3K	0.86%	17
2021 Q3	$6.53M	Sell	75,859 -843	-1%	-$74.8K	0.84%	16
2021 Q2	$6.6M	Sell	76,702 -941	-1%	-$78.4K	0.85%	16
2021 Q1	$6.14M	Sell	77,643 -4,404	-5%	-$342K	0.84%	15
2020 Q4	$6.21M	Sell	82,047 -2,763	-3%	-$199K	0.88%	16
2020 Q3	$5.77M	Sell	84,810 -670,903	-89%	-$45M	0.87%	18
2020 Q2	$47.3M	Buy	755,713 +16,129	+2%	+$956K	7.5%	5
2020 Q1	$38.6M	Buy	739,584 +21,884	+3%	+$1.35M	7.2%	5
2019 Q4	$46.4M	Sell	717,700 -6,824	-0.9%	-$423K	7.22%	5
2019 Q3	$43.4M	Sell	724,524 -22,757	-3%	-$1.35M	7.23%	5
2019 Q2	$43.9M	Buy	747,281 +28,281	+4%	+$1.63M	7.66%	5
2019 Q1	$40.9M	Sell	719,000 -310	-0%	-$16.9K	7.67%	5
2018 Q4	$36.2M	Buy	719,310 +23,586	+3%	+$1.28M	7.68%	5
2018 Q3	$40.9M	Buy	695,724 +16,317	+2%	+$939K	8.3%	6
2018 Q2	$37.2M	Buy	679,407 +29,125	+4%	+$1.59M	8.22%	6
2018 Q1	$34.7M	Buy	650,282 +39,332	+6%	+$2.16M	8.1%	6
2017 Q4	$32.6M	Buy	610,950 +16,071	+3%	+$834K	9.12%	5
2017 Q3	$29.7M	Buy	594,879 +12,576	+2%	+$616K	9.15%	5
2017 Q2	$28M	Sell	582,303 -13,520	-2%	-$645K	9.17%	5
2017 Q1	$27.9M	Buy	595,823 +27,890	+5%	+$1.29M	8.49%	6
2016 Q4	$25.2M	Sell	567,933 -25,837	-4%	-$1.13M	8.12%	6
2016 Q3	$25.9M	Buy	593,770 +65,577	+12%	+$2.86M	7.64%	6
2016 Q2	$22.4M	Buy	528,193 +524,415	+13,881%	+$22M	6.59%	6
2016 Q1	$159K	Buy	+3,778	New	+$150K	0.05%	41

Other funds holding GSLC

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's GSLC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 1.5% in Q1 2022, buying an estimated $104K and bringing the position to 77,357 shares worth $6.84M. The position accounts for 0.86% of the portfolio, ranked #16.

Lenox Wealth Advisors first reported a position in GSLC in Q1 2016 and has held it in 25 quarters since. The position peaked at $47.3M in Q2 2020. 382 funds tracked by Wall St. Rank hold GSLC as of Q1 2022.

Lenox Wealth Advisors held 77,357 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $6.84M as of Q1 2022.
Lenox Wealth Advisors bought 1,179 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2022, an estimated $104K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.86% of Lenox Wealth Advisors's portfolio in Q1 2022, its #16 holding.
Lenox Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2016 and has held it in 25 quarters since.
Lenox Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $47.3M in Q2 2020.
382 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.