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Wakefield Asset Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Wakefield Asset Management’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,184
Closed -$1.92M – 178
2022
Q4 		$1.92M Buy
33,184
+604
+2% +$35K 0.81% 48
2022
Q3 		$1.74M Buy
32,580
+461
+1% +$27.2K 0.8% 47
2022
Q2 		$1.78M Sell
32,119
-562
-2% -$34.2K 0.76% 47
2022
Q1 		$2.19M Buy
32,681
+1,499
+5% +$99.8K 0.79% 43
2021
Q4 		$2.23M Buy
31,182
+1,348
+5% +$94.8K 0.77% 44
2021
Q3 		$1.99M Buy
29,834
+170
+0.6% +$11.7K 0.75% 44
2021
Q2 		$1.99M Buy
29,664
+245
+0.8% +$16K 0.76% 47
2021
Q1 		$1.83M Buy
29,419
+1,620
+6% +$97.6K 0.73% 52
2020
Q4 		$1.61M Buy
+27,799
New +$1.5M 0.67% 55

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Wakefield Asset Management's GSEW Position: Q1 2023 in Review

Wakefield Asset Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2023, closing a stake of 33,184 shares — an estimated $1.92M sold.

Wakefield Asset Management first reported a position in GSEW in Q4 2020 and held it in 9 quarters. The position peaked at $2.23M in Q4 2021. 77 funds tracked by Wall St. Rank hold GSEW as of Q1 2023.

  • Wakefield Asset Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 33,184 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2023, an estimated $1.92M.
  • Wakefield Asset Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 9 quarters.
  • Wakefield Asset Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $2.23M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2023.

Based on Wakefield Asset Management's 13F filing for Q1 2023, filed 2 May 2023.