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WealthPlan Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-592
Closed -$48.1K – 409
2023
Q1 		$48.1K Buy
+592
New +$46.9K 0.01% 248

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

WealthPlan Investment Management's GSLC Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2023, closing a stake of 592 shares — an estimated $48.1K sold.

WealthPlan Investment Management first reported a position in GSLC in Q1 2023 and held it in 1 quarter. The position peaked at $48.1K in Q1 2023. 401 funds tracked by Wall St. Rank hold GSLC as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 592 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2023, an estimated $48.1K.
  • WealthPlan Investment Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $48.1K in Q1 2023.
  • 401 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.