Stone House Investment Management’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Stone House Investment Management’s Portfolio GSUS Stock Details GSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,942	Closed	-$369K	–	400
2024 Q2	$369K	Buy	4,942 +15	+0.3%	+$1.08K	0.1%	39
2024 Q1	$354K	Buy	4,927 +79	+2%	+$5.41K	0.08%	45
2023 Q4	$317K	Hold	4,848	–	–	0.11%	36
2023 Q3	$284K	Buy	4,848 +1,398	+41%	+$85.1K	0.1%	33
2023 Q2	$209K	Buy	3,450 +13	+0.4%	+$745	0.08%	37
2023 Q1	$192K	Buy	+3,437	New	+$187K	0.06%	39

Other funds holding GSUS

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

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Stone House Investment Management sold out of Goldman Sachs MarketBeta US Equity ETF (GSUS) in Q3 2024, closing a stake of 4,942 shares — an estimated $369K sold.

Stone House Investment Management first reported a position in GSUS in Q1 2023 and held it in 6 quarters. The position peaked at $369K in Q2 2024. 62 funds tracked by Wall St. Rank hold GSUS as of Q3 2024.

Stone House Investment Management reported no remaining Goldman Sachs MarketBeta US Equity ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 4,942 Goldman Sachs MarketBeta US Equity ETF shares in Q3 2024, an estimated $369K.
Stone House Investment Management first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q1 2023 and held it in 6 quarters.
Stone House Investment Management's Goldman Sachs MarketBeta US Equity ETF position peaked at $369K in Q2 2024.
62 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q3 2024.

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