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

Sound View Wealth Advisors Group’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
Q4 		– Sell
-7,243
Closed -$610K – 388
2023
Q3 		$610K Sell
7,243
-8,561
-54% -$750K 0.08% 196
2023
Q2 		$1.38M Sell
15,804
-278
-2% -$23.1K 0.18% 116
2023
Q1 		$1.31M Buy
+16,082
New +$1.28M 0.18% 117
2022
Q4 		– Sell
-9,987
Closed -$709K – 390
2022
Q3 		$709K Buy
9,987
+301
+3% +$23.7K 0.16% 125
2022
Q2 		$726K Sell
9,686
-973
-9% -$79K 0.15% 131
2022
Q1 		$949K Buy
10,659
+61
+0.6% +$5.39K 0.18% 115
2021
Q4 		$1.01M Buy
10,598
+515
+5% +$47.3K 0.19% 118
2021
Q3 		$867K Buy
10,083
+183
+2% +$16.2K 0.18% 125
2021
Q2 		$852K Sell
9,900
-12,857
-56% -$1.07M 0.18% 122
2021
Q1 		$1.8M Sell
22,757
-95
-0.4% -$7.38K 0.42% 64
2020
Q4 		$1.73M Sell
22,852
-158
-0.7% -$11.4K 0.42% 63
2020
Q3 		$1.57M Sell
23,010
-113
-0.5% -$7.58K 0.41% 64
2020
Q2 		$1.45M Buy
23,123
+2,185
+10% +$130K 0.41% 72
2020
Q1 		$1.09M Buy
20,938
+742
+4% +$45.8K 0.38% 76
2019
Q4 		$1.31M Buy
20,196
+1,603
+9% +$99.4K 0.37% 82
2019
Q3 		$1.11M Sell
18,593
-570
-3% -$33.9K 0.33% 88
2019
Q2 		$1.13M Buy
+19,163
New +$1.11M 0.33% 86

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $7.56B AUM 23.82% 1-Year Est. Return

Sound View Wealth Advisors Group's GSLC Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2023, closing a stake of 7,243 shares — an estimated $610K sold.

Sound View Wealth Advisors Group first reported a position in GSLC in Q2 2019 and held it in 17 quarters. The position peaked at $1.8M in Q1 2021. 447 funds tracked by Wall St. Rank hold GSLC as of Q4 2023.

  • Sound View Wealth Advisors Group reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 7,243 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2023, an estimated $610K.
  • Sound View Wealth Advisors Group first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2019 and held it in 17 quarters.
  • Sound View Wealth Advisors Group's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.8M in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.