Running Point Capital Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Running Point Capital Advisors’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-191	Closed	-$19.1K	–	149
2023 Q4	$19.1K	Buy	191 +59	+45%	+$5.9K	0.01%	129
2023 Q3	$13.2K	Sell	132 -24	-15%	-$2.4K	0.01%	130
2023 Q2	$15.6K	Sell	156 -35	-18%	-$3.5K	0.01%	130
2023 Q1	$19.1K	Buy	+191	New	+$19.1K	0.01%	125

Other funds holding GBIL

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Running Point Capital Advisors's GBIL Position: Q1 2024 in Review

Running Point Capital Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 191 shares — an estimated $19.1K sold.

Running Point Capital Advisors first reported a position in GBIL in Q1 2023 and held it in 4 quarters. The position peaked at $19.1K in Q1 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

Running Point Capital Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
Running Point Capital Advisors sold 191 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $19.1K.
Running Point Capital Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 4 quarters.
Running Point Capital Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $19.1K in Q1 2023.
306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.