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WealthPLAN Partners’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

WealthPLAN Partners’s Portfolio GSIE Stock Details GSIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-384
Closed -$12K – 634
2023
Q2 		$12K Hold
384
– – ﹤0.01% 760
2023
Q1 		$11.8K Buy
+384
New +$11.7K ﹤0.01% 822

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SWM
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Bank of America
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Envestnet Asset Management
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WP
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WealthPLAN Partners's GSIE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q3 2023, closing a stake of 384 shares — an estimated $12K sold.

WealthPLAN Partners first reported a position in GSIE in Q1 2023 and held it in 2 quarters. The position peaked at $12K in Q2 2023. 227 funds tracked by Wall St. Rank hold GSIE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 384 Goldman Sachs ActiveBeta International Equity ETF shares in Q3 2023, an estimated $12K.
  • WealthPLAN Partners first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Goldman Sachs ActiveBeta International Equity ETF position peaked at $12K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.