Lucia Wealth Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Lucia Wealth Services’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
2020 Q3	$876K	Hold	12,880	–	–	0.21%	82
2020 Q2	$806K	Hold	12,880	–	–	0.21%	78
2020 Q1	$672K	Sell	12,880 -1,850	-13%	-$114K	0.22%	80
2019 Q4	$953K	Buy	14,730 +3,100	+27%	+$192K	0.29%	65
2019 Q3	$697K	Hold	11,630	–	–	0.23%	74
2019 Q2	$683K	Hold	11,630	–	–	0.24%	70
2019 Q1	$661K	Buy	11,630 +3,000	+35%	+$164K	0.23%	84
2018 Q4	$434K	Sell	8,630 -2,000	-19%	-$109K	0.2%	80
2018 Q3	$625K	Buy	+10,630	New	+$612K	0.19%	96

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

SEIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lucia Wealth Services's GSLC Position: Q3 2020 in Review

Lucia Wealth Services held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q3 2020 at 12,880 shares worth $876K. The position accounts for 0.21% of the portfolio, ranked #82.

Lucia Wealth Services first reported a position in GSLC in Q3 2018 and has held it in 9 quarters since. The position peaked at $953K in Q4 2019. 275 funds tracked by Wall St. Rank hold GSLC as of Q3 2020.

Lucia Wealth Services held 12,880 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $876K as of Q3 2020.
Lucia Wealth Services left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q3 2020.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.21% of Lucia Wealth Services's portfolio in Q3 2020, its #82 holding.
Lucia Wealth Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2018 and has held it in 9 quarters since.
Lucia Wealth Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $953K in Q4 2019.
275 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.