Litman Gregory Wealth Management’s Goldman Sachs Future Planet Equity ETF GSFP Stock Holding History

Litman Gregory Wealth Management’s Portfolio GSFP Stock Details GSFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,900	Closed	-$240K	–	64
2021 Q4	$240K	Sell	5,900 -2,760	-32%	-$112K	0.04%	72
2021 Q3	$342K	Buy	+8,660	New	+$356K	0.06%	59

Other funds holding GSFP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Litman Gregory Wealth Management's GSFP Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of Goldman Sachs Future Planet Equity ETF (GSFP) in Q1 2022, closing a stake of 5,900 shares — an estimated $240K sold.

Litman Gregory Wealth Management first reported a position in GSFP in Q3 2021 and held it in 2 quarters. The position peaked at $342K in Q3 2021. 8 funds tracked by Wall St. Rank hold GSFP as of Q1 2022.

Litman Gregory Wealth Management reported no remaining Goldman Sachs Future Planet Equity ETF position as of Q1 2022 after selling out during the quarter.
Litman Gregory Wealth Management sold 5,900 Goldman Sachs Future Planet Equity ETF shares in Q1 2022, an estimated $240K.
Litman Gregory Wealth Management first reported a position in Goldman Sachs Future Planet Equity ETF in Q3 2021 and held it in 2 quarters.
Litman Gregory Wealth Management's Goldman Sachs Future Planet Equity ETF position peaked at $342K in Q3 2021.
8 funds tracked by Wall St. Rank held Goldman Sachs Future Planet Equity ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.