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Ropes Wealth Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Ropes Wealth Advisors’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
2023
Q3 		– Sell
-3,201
Closed -$279K – 264
2023
Q2 		$279K Hold
3,201
– – 0.05% 231
2023
Q1 		$260K Sell
3,201
-108
-3% -$8.56K 0.05% 239
2022
Q4 		$252K Buy
3,309
+108
+3% +$8.27K 0.05% 242
2022
Q3 		$227K Sell
3,201
-73
-2% -$5.75K 0.05% 230
2022
Q2 		$245K Buy
3,274
+1
+0% +$81 0.05% 234
2022
Q1 		$291K Buy
3,273
+72
+2% +$6.36K 0.05% 246
2021
Q4 		$305K Sell
3,201
-300
-9% -$27.6K 0.05% 219
2021
Q3 		$301K Sell
3,501
-800
-19% -$71K 0.05% 228
2021
Q2 		$370K Hold
4,301
– – 0.06% 205
2021
Q1 		$354K Sell
4,301
-350
-8% -$27.2K 0.06% 190
2020
Q4 		$352K Sell
4,651
-10,744
-70% -$772K 0.05% 180
2020
Q3 		$1.05M Hold
15,395
– – 0.2% 84
2020
Q2 		$964K Hold
15,395
– – 0.2% 82
2020
Q1 		$803K Sell
15,395
-1,941
-11% -$120K 0.2% 87
2019
Q4 		$1.12M Sell
17,336
-1,000
-5% -$62K 0.24% 82
2019
Q3 		$1.1M Hold
18,336
– – 0.23% 84
2019
Q2 		$1.08M Hold
18,336
– – 0.23% 82
2019
Q1 		$1.04M Hold
18,336
– – 0.28% 84
2018
Q4 		$922K Sell
18,336
-1,970
-10% -$107K 0.27% 84
2018
Q3 		$1.19M Buy
20,306
+2,970
+17% +$171K 0.29% 83
2018
Q2 		$949K Hold
17,336
– – 0.26% 98
2018
Q1 		$926K Buy
17,336
+3,550
+26% +$195K 0.25% 98
2017
Q4 		$736K Hold
13,786
– – 0.19% 116
2017
Q3 		$688K Buy
13,786
+163
+1% +$7.99K 0.19% 113
2017
Q2 		$655K Hold
13,623
– – 0.19% 110
2017
Q1 		$637K Buy
13,623
+3,585
+36% +$165K 0.18% 113
2016
Q4 		$445K Buy
10,038
+3,600
+56% +$157K 0.14% 132
2016
Q3 		$281K Buy
6,438
+1,702
+36% +$74.3K 0.1% 170
2016
Q2 		$201K Buy
+4,736
New +$199K 0.07% 184

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Ropes Wealth Advisors's GSLC Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2023, closing a stake of 3,201 shares — an estimated $279K sold.

Ropes Wealth Advisors first reported a position in GSLC in Q2 2016 and held it in 29 quarters. The position peaked at $1.19M in Q3 2018. 402 funds tracked by Wall St. Rank hold GSLC as of Q3 2023.

  • Ropes Wealth Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,201 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2023, an estimated $279K.
  • Ropes Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2016 and held it in 29 quarters.
  • Ropes Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.19M in Q3 2018.
  • 402 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.