RegentAtlantic Capital’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$329K	Sell	4,639 -118	-2%	-$9.3K	0.01%	546
2022 Q2	$356K	Sell	4,757 -206	-4%	-$16.7K	0.01%	515
2022 Q1	$442K	Sell	4,963 -22	-0.4%	-$1.94K	0.01%	486
2021 Q4	$474K	Buy	4,985 +22	+0.4%	+$2.02K	0.01%	460
2021 Q3	$427K	Hold	4,963	–	–	0.01%	472
2021 Q2	$427K	Hold	4,963	–	–	0.01%	458
2021 Q1	$393K	Hold	4,963	–	–	0.01%	428
2020 Q4	$376K	Buy	4,963 +656	+15%	+$47.1K	0.01%	389
2020 Q3	$293K	Hold	4,307	–	–	0.01%	406
2020 Q2	$270K	Hold	4,307	–	–	0.02%	408
2020 Q1	$225K	Sell	4,307 -2,917	-40%	-$180K	0.02%	381
2019 Q4	$467K	Buy	+7,224	New	+$448K	0.03%	320

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

SEIA

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RegentAtlantic Capital's GSLC Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 2.5% in Q3 2022, selling an estimated $9.3K and leaving 4,639 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #546.

RegentAtlantic Capital first reported a position in GSLC in Q4 2019 and has held it in 12 quarters since. The position peaked at $474K in Q4 2021. 376 funds tracked by Wall St. Rank hold GSLC as of Q3 2022.

RegentAtlantic Capital held 4,639 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $329K as of Q3 2022.
RegentAtlantic Capital sold 118 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2022, an estimated $9.3K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #546 holding.
RegentAtlantic Capital first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2019 and has held it in 12 quarters since.
RegentAtlantic Capital's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $474K in Q4 2021.
376 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.