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Raymond James Trust’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Raymond James Trust’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$300K Hold
3,875
– – 0.01% 1035
2024
Q2 		$276K Hold
3,875
– – 0.01% 1020
2024
Q1 		$282K Hold
3,875
– – 0.01% 1008
2023
Q4 		$260K Buy
+3,875
New +$239K 0.01% 1006
2019
Q1 		– Sell
-7,100
Closed -$280K – 890
2018
Q4 		$280K Buy
+7,100
New +$303K 0.02% 577

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James Trust's GSEW Position: Q3 2024 in Review

Raymond James Trust held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q3 2024 at 3,875 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1035.

Raymond James Trust first reported a position in GSEW in Q4 2018 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold GSEW as of Q3 2024.

  • Raymond James Trust held 3,875 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $300K as of Q3 2024.
  • Raymond James Trust left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q3 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1035 holding.
  • Raymond James Trust first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2018 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.