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Thomas J. Herzfeld Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Thomas J. Herzfeld Advisors’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
-123
Closed -$13.2K – 198
2024
Q2 		$13.2K Buy
+123
New +$12.7K ﹤0.01% 131

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Thomas J. Herzfeld Advisors's GSLC Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2024, closing a stake of 123 shares — an estimated $13.2K sold.

Thomas J. Herzfeld Advisors first reported a position in GSLC in Q2 2024 and held it in 1 quarter. The position peaked at $13.2K in Q2 2024. 490 funds tracked by Wall St. Rank hold GSLC as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 123 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2024, an estimated $13.2K.
  • Thomas J. Herzfeld Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $13.2K in Q2 2024.
  • 490 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.