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Steward Partners Investment Advisory’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Steward Partners Investment Advisory’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,850
Closed -$269K – 7224
2021
Q1 		$269K Buy
2,850
+2,650
+1,325% +$251K ﹤0.01% 1152
2020
Q4 		$18K Buy
+200
New +$16.7K ﹤0.01% 2096

Other funds holding GVIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Partners Investment Advisory's GVIP Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2021, closing a stake of 2,850 shares — an estimated $269K sold.

Steward Partners Investment Advisory first reported a position in GVIP in Q4 2020 and held it in 2 quarters. The position peaked at $269K in Q1 2021. 41 funds tracked by Wall St. Rank hold GVIP as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,850 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2021, an estimated $269K.
  • Steward Partners Investment Advisory first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Goldman Sachs Hedge Industry VIP ETF position peaked at $269K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.