Stone House Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Stone House Investment Management’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
2024 Q3	–	Sell	-1,151	Closed	-$123K	–	398
2024 Q2	$123K	Sell	1,151 -10	-0.9%	-$1.03K	0.03%	68
2024 Q1	$121K	Buy	1,161 +8	+0.7%	+$789	0.03%	70
2023 Q4	$108K	Sell	1,153 -27	-2%	-$2.37K	0.04%	58
2023 Q3	$99.4K	Sell	1,180 -256	-18%	-$22.4K	0.03%	58
2023 Q2	$125K	Buy	1,436 +5	+0.3%	+$415	0.05%	50
2023 Q1	$116K	Buy	+1,431	New	+$113K	0.04%	56
2022 Q4	–	Sell	-3,335	Closed	-$237K	–	47
2022 Q3	$237K	Buy	3,335 +12	+0.4%	+$946	0.11%	36
2022 Q2	$249K	Buy	3,323 +4	+0.1%	+$325	0.11%	37
2022 Q1	$295K	Buy	+3,319	New	+$293K	0.1%	38

Other funds holding GSLC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

SEIA

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stone House Investment Management's GSLC Position: Q3 2024 in Review

Stone House Investment Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2024, closing a stake of 1,151 shares — an estimated $123K sold.

Stone House Investment Management first reported a position in GSLC in Q1 2022 and held it in 9 quarters. The position peaked at $295K in Q1 2022. 490 funds tracked by Wall St. Rank hold GSLC as of Q3 2024.

Stone House Investment Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 1,151 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2024, an estimated $123K.
Stone House Investment Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2022 and held it in 9 quarters.
Stone House Investment Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $295K in Q1 2022.
490 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.