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Modera Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Modera Wealth Management’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
2023
Q4 		– Sell
-3,287
Closed -$277K – 536
2023
Q3 		$277K Buy
+3,287
New +$288K 0.01% 469

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Modera Wealth Management's GSLC Position: Q4 2023 in Review

Modera Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2023, closing a stake of 3,287 shares — an estimated $277K sold.

Modera Wealth Management first reported a position in GSLC in Q3 2023 and held it in 1 quarter. The position peaked at $277K in Q3 2023. 447 funds tracked by Wall St. Rank hold GSLC as of Q4 2023.

  • Modera Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 3,287 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2023, an estimated $277K.
  • Modera Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • Modera Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $277K in Q3 2023.
  • 447 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.