Tyler-Stone Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Tyler-Stone Wealth Management’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-626	Closed	-$19K	–	925
2023 Q2	$19K	Buy	+626	New	+$18.7K	0.01%	491
2022 Q4	$46K	Hold	1,622	–	–	0.03%	334
2022 Q3	$42K	Buy	1,622 +7	+0.4%	+$202	0.03%	323
2022 Q2	$48K	Buy	1,615 +1,600	+10,667%	+$50.5K	0.03%	323
2022 Q1	$1K	Sell	15 -16	-52%	-$569	﹤0.01%	786
2021 Q4	$1K	Buy	+31	New	+$1.15K	﹤0.01%	857

Other funds holding GEM

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

SWM

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

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Tyler-Stone Wealth Management's GEM Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2023, closing a stake of 626 shares — an estimated $19K sold.

Tyler-Stone Wealth Management first reported a position in GEM in Q4 2021 and held it in 6 quarters. The position peaked at $48K in Q2 2022. 146 funds tracked by Wall St. Rank hold GEM as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 626 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2023, an estimated $19K.
Tyler-Stone Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $48K in Q2 2022.
146 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.