Rockbridge Investment Management’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Rockbridge Investment Management’s Portfolio GSSC Stock Details GSSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12	Closed	-$758	–	329
2023 Q4	$758	Buy	+12	New	+$682	﹤0.01%	597

Other funds holding GSSC

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

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

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

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

Rockbridge Investment Management sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q1 2024, closing a stake of 12 shares — an estimated $758 sold.

Rockbridge Investment Management first reported a position in GSSC in Q4 2023 and held it in 1 quarter. The position peaked at $758 in Q4 2023. 89 funds tracked by Wall St. Rank hold GSSC as of Q1 2024.

Rockbridge Investment Management reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 12 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2024, an estimated $758.
Rockbridge Investment Management first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2023 and held it in 1 quarter.
Rockbridge Investment Management's GS ActiveBeta US Small Cap Equity ETF position peaked at $758 in Q4 2023.
89 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2024.

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