Stone House Investment Management’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-445	Closed	-$20.8K	–	395
2024 Q2	$20.8K	Buy	445 +3	+0.7%	+$139	0.01%	186
2024 Q1	$20.8K	Sell	442 -225	-34%	-$10.2K	﹤0.01%	187
2023 Q4	$29.1K	Hold	667	–	–	0.01%	107
2023 Q3	$26.6K	Buy	+667	New	+$27.5K	0.01%	106

Other funds holding GSWO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

Stone House Investment Management sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q3 2024, closing a stake of 445 shares — an estimated $20.8K sold.

Stone House Investment Management first reported a position in GSWO in Q3 2023 and held it in 4 quarters. The position peaked at $29.1K in Q4 2023. 31 funds tracked by Wall St. Rank hold GSWO as of Q3 2024.

Stone House Investment Management reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 445 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2024, an estimated $20.8K.
Stone House Investment Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2023 and held it in 4 quarters.
Stone House Investment Management's Goldman Sachs ActiveBeta World Equity ETF position peaked at $29.1K in Q4 2023.
31 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2024.

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