Rockbridge Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-65	Closed	-$6.1K	–	328
2023 Q4	$6.1K	Buy	+65	New	+$5.71K	﹤0.01%	451
2022 Q2	–	Sell	-112	Closed	-$9.99K	–	710
2022 Q1	$9.99K	Buy	+112	New	+$9.89K	﹤0.01%	509
2021 Q3	–	Sell	-114	Closed	-$10K	–	746
2021 Q2	$10K	Hold	114	–	–	﹤0.01%	532
2021 Q1	$9K	Hold	114	–	–	﹤0.01%	521
2020 Q4	$9K	Buy	+114	New	+$8.19K	﹤0.01%	514
2020 Q3	–	Sell	-1,651	Closed	-$103K	–	660
2020 Q2	$103K	Buy	+1,651	New	+$97.9K	0.03%	173

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Rockbridge Investment Management's GSLC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2024, closing a stake of 65 shares — an estimated $6.1K sold.

Rockbridge Investment Management first reported a position in GSLC in Q2 2020 and held it in 6 quarters. The position peaked at $103K in Q2 2020. 473 funds tracked by Wall St. Rank hold GSLC as of Q1 2024.

Rockbridge Investment Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 65 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2024, an estimated $6.1K.
Rockbridge Investment Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2020 and held it in 6 quarters.
Rockbridge Investment Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $103K in Q2 2020.
473 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.