Patriot Financial Group Insurance Agency’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GSWO Stock Details GSWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,245	Closed	-$217K	–	474
2023 Q2	$217K	Buy	5,245 +3	+0.1%	+$121	0.04%	415
2023 Q1	$208K	Buy	+5,242	New	+$205K	0.04%	416

Other funds holding GSWO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GSWO Position: Q3 2023 in Review

Patriot Financial Group Insurance Agency sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q3 2023, closing a stake of 5,245 shares — an estimated $217K sold.

Patriot Financial Group Insurance Agency first reported a position in GSWO in Q1 2023 and held it in 2 quarters. The position peaked at $217K in Q2 2023. 27 funds tracked by Wall St. Rank hold GSWO as of Q3 2023.

Patriot Financial Group Insurance Agency reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q3 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,245 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2023, an estimated $217K.
Patriot Financial Group Insurance Agency first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's Goldman Sachs ActiveBeta World Equity ETF position peaked at $217K in Q2 2023.
27 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2023, filed 19 Oct 2023.