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Royal Harbor Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Royal Harbor Partners’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
2021
Q1 		– Sell
-18,763
Closed -$1.08M – 77
2020
Q4 		$1.08M Buy
18,763
+1,283
+7% +$69.4K 0.91% 42
2020
Q3 		$869K Buy
+17,480
New +$861K 0.81% 31

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Royal Harbor Partners's GSEW Position: Q1 2021 in Review

Royal Harbor Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2021, closing a stake of 18,763 shares — an estimated $1.08M sold.

Royal Harbor Partners first reported a position in GSEW in Q3 2020 and held it in 2 quarters. The position peaked at $1.08M in Q4 2020. 66 funds tracked by Wall St. Rank hold GSEW as of Q1 2021.

  • Royal Harbor Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Royal Harbor Partners sold 18,763 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2021, an estimated $1.08M.
  • Royal Harbor Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2020 and held it in 2 quarters.
  • Royal Harbor Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.08M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2021.

Based on Royal Harbor Partners's 13F filing for Q1 2021, filed 12 Apr 2021.