Tradition Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Tradition Wealth 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
2023 Q3	–	Sell	-210	Closed	-$18K	–	1382
2023 Q2	$18K	Buy	+210	New	+$17.4K	﹤0.01%	904
2022 Q3	–	Sell	-111	Closed	-$8K	–	1197
2022 Q2	$8K	Hold	111	–	–	﹤0.01%	873
2022 Q1	$10K	Hold	111	–	–	﹤0.01%	900
2021 Q4	$11K	Hold	111	–	–	﹤0.01%	892
2021 Q3	$10K	Hold	111	–	–	﹤0.01%	911
2021 Q2	$10K	Sell	111 -552	-83%	-$46K	﹤0.01%	947
2021 Q1	$52K	Hold	663	–	–	0.01%	429
2020 Q4	$50K	Buy	+663	New	+$47.6K	0.01%	414

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

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

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

SEIA

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

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Tradition Wealth Management's GSLC Position: Q3 2023 in Review

Tradition Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2023, closing a stake of 210 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in GSLC in Q4 2020 and held it in 8 quarters. The position peaked at $52K in Q1 2021. 401 funds tracked by Wall St. Rank hold GSLC as of Q3 2023.

Tradition Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 210 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2023, an estimated $18K.
Tradition Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $52K in Q1 2021.
401 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.