Sterling Financial Planning’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-1,415	Closed	-$122K	–	222
2021 Q3	$122K	Buy	1,415 +315	+29%	+$28K	0.08%	118
2021 Q2	$95K	Buy	+1,100	New	+$91.6K	0.06%	119

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Financial Planning's GSLC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2021, closing a stake of 1,415 shares — an estimated $122K sold.

Sterling Financial Planning first reported a position in GSLC in Q2 2021 and held it in 2 quarters. The position peaked at $122K in Q3 2021. 385 funds tracked by Wall St. Rank hold GSLC as of Q4 2021.

Sterling Financial Planning reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,415 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2021, an estimated $122K.
Sterling Financial Planning first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2021 and held it in 2 quarters.
Sterling Financial Planning's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $122K in Q3 2021.
385 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.